Sample Cases from the Technique Book

The Technique Books are the backbone of The Kugler System. With their concise, presentation-ready treatment of 107 important estate and business-planning concepts and 104 retirement-planning concepts, thousands of professionals won't leave for a sales call without them. Find out why by sampling two cases from our Estate & Business Planning Technique Book below. You can also download a great demonstration of how our powerful, customizable software for Estate & Business Planning works. (NOTE: It'll take a few minutes for the demo to download, but you'll get a solid understanding of how the software can work for you!) For details on these and other Kugler products, see our detailed Product Fact Sheet.

The first sample case detals with Qualified Personal Residence Trust, where Mrs. Kugler gifts her home to a Trust with children as remainder beneficiaries. At the end of the trust term, the children will have outright ownership of the residence. The residence is removed from Mrs. Kugler's estate at a significant discount to its actual value.

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The second sample case deals with Using the Hanging Power of Appointment to Qualify an Annual Gift for the Gift Tax Annual Exclusion. This case is designed to illustrate how Mr. Kugler can use life insurance to enhance a generation skipping trust. The dynasty trust will be completely free of both estate and generation skipping taxes for the duration of the trust (rule against perpetuities).

Click here to view this case. Or if you have the Adobe Acrobat plug-in, you can view the PDF version

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Remember, with the Technique Book, you'll always have easy access to well-presented cases like these. For more information (including pricing), visit our Product Fact Sheet.

Orderline:
1-800-3-KUGLER (1-800-358-4537)