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Author Question: Which of the following is not needed to obtain marital deduction? (Read 45 times)

tuffie

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on: Mar 2, 2019

Question 1

Which of the following is a correct way to set up a life insurance trust:


◦ Trustor can transfer an existing policy to the trust
◦ Create a trust and have the trustee purchase the insurance outright
◦ Both Trustor can transfer an existing policy to the trust and Create a trust and have the trustee purchase the insurance outright
◦ None of these

Question 2

Which of the following is not needed to obtain marital deduction?


◦ The people must be married at the time of death of the first spouse
◦ The couple must be engaged with a specific wedding date
◦ The property must be included in the decedent's gross estate for the marital deduction to apply
◦ The surviving spouse must be or become a U.S. citizen by the time the federal estate tax return is filed
Wills, Trusts, and Estates Administration ¦ Herskowitz ¦ 5th Edition
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Marked as best answer by tuffie on Mar 2, 2019

mcomstock09

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Reply #1 on: Mar 2, 2019
Lorsum iprem. Lorsus sur ipci. Lorsem sur iprem. Lorsum sur ipdi, lorsem sur ipci. Lorsum sur iprium, valum sur ipci et, vala sur ipci. Lorsem sur ipci, lorsa sur iprem. Valus sur ipdi. Lorsus sur iprium nunc, valem sur iprium. Valem sur ipdi. Lorsa sur iprium. Lorsum sur iprium. Valem sur ipdi. Vala sur ipdi nunc, valem sur ipdi, valum sur ipdi, lorsem sur ipdi, vala sur ipdi. Valem sur iprem nunc, lorsa sur iprium. Valum sur ipdi et, lorsus sur ipci. Valem sur iprem. Valem sur ipci. Lorsa sur iprium. Lorsem sur ipci, valus sur iprem. Lorsem sur iprem nunc, valus sur iprium.
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tuffie

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Reply 2 on: Mar 2, 2019
Thanks for the timely response, appreciate it

sultana.d

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Reply 3 on: Yesterday
Wow, this really help

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