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December 2007

In This Issue
Revocable Trust with Third-Party Trustee – When the Grantor is Competent, but Tired
By Colleen Cowles
How the new Cowles trust module addresses old estate planning needs
Legislative Update
Substantial compliance for charitable deduction, STOLI transactions raise tax concerns, stock as collateral for lien, and more
Cowles Tech Tips
TrusTerminator: Entering Your Core Data
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THE ESTATE PLANNER AS A WORD DOCUMENT