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Documents Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate....

Slide 1Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University Slide 2 1.Wealth…

Documents Estate Buy-Back Strategy Lending Limitations May 26, 2015 1.

Slide 1 Estate Buy-Back Strategy Lending Limitations May 26, 2015 1 Slide 2 2012 Time Machine 2 H&W have a $15M gross estate (assume a 25% basis). None of H&W’s…