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We continue to offer our popular Kugler System for Windows to
customize your presentations. Use our Technique Book concepts
but input your own tailored data; the software does the rest!
This new version features:
- Structuring a Private Financing Arrangement to Fund an ILIT Without Causing Current Taxable Income Or Gifts
- The Advantages of Lifetime Gifts
- Paying Gift Taxes Within Three Years of Death
- Structuring the Long-Term GRAT to Provide an Increasing Annuity Payout
- Structuring a Capital Asset as an FLP for Subsequent Transfer to a GRAT
- The Primary Purpose of the Irrevocable Life Insurance Trust
- Sale Rather than Gift of a Life Insurance Policy to Avoid the Three-Year Rule
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| Price: $390 Site license or per-seat fee based on total
usage |
This new version features:
- State death compatibility for all 50 states, including beneficiary classes.
- Improvements and enhancements to Annual Exclusion gift techniques.
- New flexibility when funding estate costs
- Enhanced data gathering and asset organization tools.
- New features allowing for variable GRAT payments.
- Updated AFR rates and annual inflationary adjustments.
Our pricing remains the same for 2009 -- $600 site license or per-seat fee based on total usage. Call us today for a personal demo. You can also see a sample report from this software and learn more by visiting Brentmark's site.
| Price: $600 Site license or per-seat fee based on total
usage |
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