1. Samantha is widowed and has three children who are young adults. She'd like to move assets to them over time without estate tax and without using her gift and estate tax exemption. She gives about $100,000 per year to charity. What estate planning strategy would you recommend that might use her usual amount of charitable giving to transfer assets to her children? Briefly explain how the strategy works.

Answer rating: 100% (QA)

One estate planning strategy Samantha could consider is setting up a Charitable Remainder Trust CRT ... View the full answer