The Qualified Personal Residence Trust calculator provides a quick and easy way to experiment with different amounts gifted in a qualified personal residence trust. Please note, however, that this calculator functions as a stand-alone feature; the calculator does not account for any planning options or other features entered elsewhere in the program. 

 

For detailed information, pass your cursor over the graphic and click on an item.

 

Qualified Personal Residence Trust (Definition) | Qualified Personal Residence Trust (Illustration)

 

 

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