Question
Tommy Smith, age 77, is revising his estate plan to provide specific bequests in his Will for the benefit of family friends. Tommy's wife, Martha,
Tommy Smith, age 77, is revising his estate plan to provide specific bequests in his Will for the benefit of family friends. Tommy's wife, Martha, is ten years younger; the couple had three adult children, Caty, Jan and Deb. Deb, who passed away suddenly two years ago, has two adopted sons, Frank (19) and Sam (21). Jan (47) does not have any children and is married to Sally (30). Caty (44) has one son, Jack (20), and one daughter, Lindsay (22). In addition to the above, Tommy has two employees that he would like to leave a cash bequest to: Henri (35), his gardener, and Kristin (40), his tax accountant.
Based on the above facts, identifyeveryonewho is a "skip person," and who is a "non-skip person." Explain why this is the case in each instance.
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