Intuitive Estate Planner Version 12.4 Upgrade (7/23/2009)

Intuitive Estate Planner Version 12.4: (1) Financial Analysis Balance Sheet and Cash Flow enhanced to reflect the exact annual result from pension plans and amortized installment receivables; (2) Correction and update of the calculations for Illinois and Kansas state estate tax and the state estate tax in states having an exemption less than the federal exemption, and correction of state estate tax handling of Nontaxable Property; (3) Calculation of Vermont and Delaware state estate taxes based on new legislation added; (4) GRAT calculation and schedule for initial and final short years corrected and enhanced; (5) Diagrams - Marital Deduction and Audit changed to reflect credit trust net of first estate taxes; (6) GST exemption at GST Analysis now applies 2009 exemption if "Use 2009 rates…" selected at Tax Tables; (7) Correction of Inheritance Analysis when first spouse to die is a non-citizen; (8) Added warning at Activity Analysis when credit trust exceeds net probate estate; (9) Changed percentage marital deduction to apply after reduction of base for specific legacies to surviving spouse; and (10) Help explanation of allocation of asset items to planned giving and planned sales techniques added and Help file updated.

To apply this upgrade you must have Intuitive Estate Planner Version 12.3 installed.

Intuitive Estate Planner 12.2 – 12.3 upgrade (5/18/2009)

Intuitive Estate Planner Version 12.3: (1) Incorporates the new mortality table 2000CM for transfers after 5/1/2009 into the GRAT, GRUT, QPRT/GRIT and charitable trust calculations, SCIN calculations, Schedule I-Annuities Present Value, and the IRS Annuity or Life Interest Calculation and the Private Annuity Calculation utilities; (2) Adds a Reverse QPRT Topic to the help with instructions on calculation; (3) Enhances Frequently Asked Operational Questions with separate Technical and Operational FAQs; and (4) Adds Calculation and Help Resources explanation on common law GRITs.

To apply this upgrade you must have Intuitive Estate Planner Version 12.2 installed.