Calculation engine
Professional Estate & Trust Planning Calculations
- IRS actuarial-table based planning calculations
- Life-estate and remainder-interest calculations
- Annuity and reversion calculations
- Qualified Personal Residence Trust (QPRT) calculations
- Charitable Remainder Annuity Trust (CRAT) calculations
- Charitable Remainder Unitrust (CRUT) calculations
- Professional calculation worksheets and print/PDF output
- Focused Windows desktop workflow without a required monthly subscription
