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Case Study #2 Data: The value of Suzys estate plus taxable gifts was $11.7 million at the time of her death in 2018? Calculations: 1.
Case Study #2 Data: The value of Suzys estate plus taxable gifts was $11.7 million at the time of her death in 2018? Calculations: 1. What is her estate tax liability? 2. How would the estate tax liability change if $1.3 million of her estate was held in an irrevocable trust?
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