Question: Match the correct letter with the appropriate trust ____ A Trust a. Funded with Estate Tax Credit Equivalency ____ B Trust b. Included in SS

  1. Match the correct letter with the appropriate trust

____ A Trust a. Funded with Estate Tax Credit Equivalency

____ B Trust b. Included in SS Estate with spousal control

____ C Trust c. Included in SS Estate without spousal control

  1. Match the correct letter with the appropriate person

____ Owner a. individual receiving the face value of the policy @ death

____ Insured b. person possessing incidence of ownership

____ Beneficiary c. individual whose death triggers the policy payout

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