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carlguernsey: "I've spent the last few hours investigating RVTs for my 77 year old mother, and it does seem like this estate planning tool could be a good choice for her."

I cannot answer your original question, but I your post raised an issue in my mind. Revocable Living Trusts have a number of uses, but they do nothing to reduce federal estate taxes --- all assets in the revocable living trust would still be part of your mother's taxable estate, but would not pass through probate.

Hope this helps. Regards, JAFO

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