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You are recommending that your client, Sharise, set up an A/B trust structure rather than rely on portability. Assume no state death tax. Sharise
You are recommending that your client, Sharise, set up an A/B trust structure rather than rely on portability. Assume no state death tax. Sharise has an estate of $24,034,217. Based on 2022 estate tax laws, how much do you recommend she put into the QTIP A trust?
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Fundamental Accounting Principles Volume II
Authors: Larson Kermit, Jensen Tilly
14th Canadian Edition
71051570, 0-07-105150-3, 978-0071051576, 978-0-07-10515, 978-1259066511
