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In Reply to: insights wanted posted by natalie on December 11, 2003 at 14:38:09:
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I don't believe the story!
He should not have bought the policy.
He had to have made a gift of 330K to the trust.
His exemption is enough not to owe estate taxes.
The trustee of the trustee can cash in the policy and make distributions.
This case smells bad. I don't think someone has all the facts.