Not legal or tax advice
by OrangeJubilee (2019-08-23 10:58:12)

In reply to: life expectancy and valuation - Q-tip trust  posted by sullivan79


This should be a simple calculation given her age (then look it up in a life expectancy table) and an appropriate discount rate.

However I don't think you'd ever need the valuation, as (if I recall correctly) the estate tax pieces wouldn't trigger until her death, and the trust would be at the then asset values.