Combination of Revocable Living Trust, Marital Trust, QTIP Trust and ILIT

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3/19 EXAMPLES

Text in this Example:

Gross Estate
Wife's Revocable Estate
Husband's Revocable Estate
Irrevocable Life Insurance Trust
Mutual Trust
Family Trust
Optional Trust (QTIP or Reverse QTIP)
Estate
IRS
Heirs
Annual Gift
Balance of assets
Exemption equivalent
Income
Principal
Tax-Free
Tax
Before the first death
At the first death
At the death of the survivor