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Annuity trust - PowerPoint PPT Presentation

Estate deductions, elections and payments of tax

Estate deductions, elections and payments of tax. Funeral and Admin Expenses. Funeral Expenses and expenses incurred in administering property subject to claims are reported on Schedule J Expenses related to property not subject to claims are reported on Schedule L.

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What Is A Charitable Split Interest Trust?

What Is A Charitable Split Interest Trust?. A trust that has both charitable and noncharitable beneficiaries Deductions for contributions are measured by the present value (PV) of the ultimate gift to the charity Charitable Remainder vs. Charitable Lead Trust (CRT) Trust (CLT)

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507 views • 20 slides

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Annuity trust - PowerPoint PPT Presentation

Estate deductions, elections and payments of tax

What Is A Charitable Split Interest Trust?