A combination of a nonmarital trust and a Q-TIP Trust would logically be recomme

ID: 2455713 • Letter: A

Question

A combination of a nonmarital trust and a Q-TIP Trust would logically be recommended to a client in all the following circumstances EXCEPT:

A. The client wants to control who will receive the assets after the spouse’s death.

B. The client wants to provide an income for the spouse for life.

C. The client has confidence in the spouse’s ability to manage finances.

D. The client wants to reduce estate taxes by taking advantage of both the unified credit and the marital deduction

Provide a detailed explanation for your answer. Answer only if you have a strong estate planning background.

The client wants to reduce estate taxes by taking advantage of both the credit and the martial deduction

Integrity-first tutoring: explanations and feedback only — we do not complete graded work. Learn more.