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Subject:  Re: Inheritance Exemption Date:  11/2/2000  1:35 PM
Author:  pilgprog Number:  41429 of 132797

<<<<<<Estate planning needs to be comprehensive and current rule aware, and trust documents need to be absolutely properly drafted.>>>>>>>>>

Could you comment further on this? For example, an estate plan was set up in 1994 or earlier, with an A-B trust. The husband died in 1995, and the wife is still living as I write. Are you saying that such a trust setup requires update to be "current rule aware"?

Also, how do we make certain these documents were "absolutely properly drafted", and if on review now they were found to need change, can they be changed without aborting or jeopardizing the A-B distinction now in force?

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