"Playing the Hand you are Dealt - Administering the Marital Funding Formula and Advising the Taxable Estate"

Patrick Green's presentation addresses methods for administering taxable estates. Highlights of the presentation include marital funding objectives and factors and an overview of types of marital approaches.

Download the presentation materials in PDF format:

Administering the Marital Funding Formula (Presentation Outline)

Administering the Marital Funding Formula (PowerPoint)