| Client A - Male: Planning started in 1992 |
- Net worth at age 66: $160 million
- Business Entities: 22 Corporations, 9 Partnerships, 6 Trusts
- CIP proposed 24 estate planning techniques (non-insurance and non-charitable). Client adopted 21 techniques;
enhancing ideas implemented: 47
- Died at age 80 (14 years later)
- Transferred $360 million to adult children
and grandchildren
- Estate
tax savings: $190 million
|
|
| Client B - Female: Planning started in 2002 |
- Net
worth at age 78: $130 million
- Business entities:
43 corporations, partnerships, LLCs
- CIP
proposed 11 estate planning techniques. Client adopted 9 techniques;
enhancing ideas implemented: 14
- Age
85 today
- Transferred
$160 million to daughter and grandchildren
- Projected
estate tax savings: $88 million
- No estate tax return required
|
|
