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A tax basis, or joint irrevocable trust, might be suggested in which situation? With a very large estate where each spouse owns significant assets. With
A tax basis, or joint irrevocable trust, might be suggested in which situation?
With a very large estate where each spouse owns significant assets.
With a cheap client.
With a smaller estate where one spouse owns a majority of appreciated assets.
| a. | III only |
| b. | I, and II, and III |
| c. | I only |
| d. | I and II |
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