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Match the correct letter with the appropriate trust ____ A Trust a. Funded with Estate Tax Credit Equivalency ____ B Trust b. Included in SS
- Match the correct letter with the appropriate trust
____ A Trust a. Funded with Estate Tax Credit Equivalency
____ B Trust b. Included in SS Estate with spousal control
____ C Trust c. Included in SS Estate without spousal control
- Match the correct letter with the appropriate person
____ Owner a. individual receiving the face value of the policy @ death
____ Insured b. person possessing incidence of ownership
____ Beneficiary c. individual whose death triggers the policy payout
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