Forums Support Library KEA – Kugler Estate Analyzer™ Selected Techniques

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    • Kathleen Reynolds
      Post count: 428

      The Selected Techniques list in Step 3: Techniques lists all the techniques being illustrated. Whenever possible, the techniques are illustrated in the order that they are listed in the Selected Techniques list.

      Some techniques always occur at the same time regardless of where they appear in the list. A Credit Shelter Trust, for example, is always set up at the death of the first owner and uses whichever assets are available at that time.

      The order of the techniques can also be important when you are setting them up. For example, an asset that is used by one Technique is not available for another Technique. However, if you split an asset, the new asset that is created is available for future techniques.

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