The document provides a detailed financial analysis comparing different scenarios for the distribution of a $2 billion residuary estate through a Charitable Lead Annuity Trust (CLAT), a Children's Trust, and a Foundation. It includes assumptions about income, growth, and tax rates, and presents projections over a 15-year period for each scenario. The analysis considers the impact of marketability discounts and estate taxes, and provides detailed year-by-year financial projections for each option.
documents/EFTA00623350.pdf
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