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You are an estate planner.

You are an estate planner. A couple has jointly owned company. They have three children out of which one is disabled. As an estate planner, which Estate planning would you suggest to the couple, so as to enable them to transfer wealth efficiently to their children.

A.

Life Insurance Policy

B.

Buy Sell Agreement

C.

Family Limited Partnership

D.

Grantor Retained Annuity Trust

AAFM CTEP Summary

  • Vendor: AAFM
  • Product: CTEP
  • Update on: Jul 25, 2025
  • Questions: 472
Price: $52.5  $149.99
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