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Estate, Gift & Trust Planning Considerations: Planning Before the 2020 Elections

If you: • have an estate of $1,000,000 plus, • are using annual exclusion gifting to fund insurance premiums in an irrevocable life insurance trust (ILIT), • have grantor trusts, including rolling GRATs, or any other trust strategies, • are front-loading 529 contributions for children or grandchildren,

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