Tuesday May 7, 2024

Chapter 3 -- Deferred Gifts

3.7 Life Estate Reserved

3.7.1 Personal Residence or Farm
3.7.2 Maintenance, Insurance and Taxes (MIT) Agreement
3.7.3 Life Estate Rollover Options
3.7.4 Income, Gift and Estate Tax
3.7.5 Life Estate vs. Qualified Personal Residence Trust (QPRT)

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