- Please explain the unlimited charitable deduction as it relates to estate and gift tax. Further, please explain gifts to which types of organizations will qualify for the charitable deduction.
- Please explain the difference between an intervivos and testamentary trust.
- What are the benefits of the unlimited marital deduction? How do you qualify for the unlimited marital deduction?
- When are the assets of an irrevocable trust includable in a Decedentâ€™s gross estate?
- What is a QDOT? What is QTIP? Please explain the requirements of each.
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