Estate Planning

 

oThe following screens in the following documents will produce graphic elements and stop exporting to a word processor:

 

oClient Communications -- EP05

 

oC1.2=1

oC1.4=1

oC1.1=1 AND O28.1=1

oC1.3=1 AND O29.1=1

oC1.6=1 AND N99.4 is not blank

oC1.7=1 AND N99.4 is not blank

 

oPrepare Documents -- EP06

 

oNone

 

oDiagrams For Client -- EP10

 

oCannot export

 

oGift Tax Return -- EP25

 

oCannot export

 

oIrrevocable Trust -- LI03

 

oO305.1=1

 

oMiscellaneous Documents -- LT03

 

oC1.1=1 AND O24.7=0

 

oEstate Tax Projections -- PR03

 

oCannot export

 

oPowers Of Attorney -- PW03

 

oC17.2=1 AND O13.1=1

 

oRevocable Trust -- RE03

 

oO305.1=1

 

oSplit Dollar Agreements -- SP03

 

oNone

 

oWill -- WI03

 

oO112.1=1

oO392.1=0