Final Regulations for Table 2010CM (Transitional Periods)

New Models Recently Added: 

• Federal Interest Payable
• State Interest Payable (for select states)
• New Unrealized Appreciation (NUA)
• 5&5 Power 

Updated for SECURE Act 2.0!

Updated for the maximum gift annuity rates published by the American Council on Gift Annuities.  Effective date is 1/1/2024.

Estate & Charitable Planner LIVE is the industry leader in Estate and Charitable planning and calculation software. These two powerhouse products (EPT) Estate Planning Tools and (CFP) Charitable Financial Planner are now combined in one user-friendly product offering. 

Brentmark LIVE products are delivered entirely online. That means no more updates to chase or download and no more complicated compliance issues every time a new release or update comes out. Every time you log in, you are using the most up-to-date features and version releases.

This new product has an introductory price of $495 for a single initial license that includes twelve months of coverage. Future annual renewal coverage is only $300 for a single license.  

For multiple licenses or enterprise licensing, please call 803-781-9595.

135+ Unique Calculation Models incorporating ALL Models of (EPT) Estate Planning Tools (Desktop) AND (CFP) Charitable Financial Planner (Desktop) Including:

• Complex Charitable Gift Annuity

• CRUT as IRA Beneficiary 

• Rolling GRAT

• RMD of Owner During Lifetime 

• FASTPlan: Married Couple Strategy Dispositions
• Social Security Section
  • Optimizer
  • Spousal Benefits of Qualified Worker
  • Family Survivor Benefits
  • AIME
  • Earnings Test

Version 2023.10 includes the Final Regulations for Table 2010CM (Transitional Periods)

Estate Planning Tools is the nation’s most extensive state planning software for estate planning attorneys, bankers, financial planners and advisors. With over 120+ dynamic planning models in 16 different areas, Estate Planning Tools contains all the calculations necessary for you to advise your clients on how to fulfill their goals and determine which options will work best for the future of their clients with the utmost of confidence. Through our detailed, yet versatile cutting-edge calculators, Estate Planning Tools offers flexible solutions to any firm, regardless of size.

The Kugler Estate Analyzer is a comprehensive estate planning program using a building block approach. Estate planning techniques may be stacked on top of each other to show the incremental effect of each technique.

• Pertinent Information recaps the relevant information about the client’s assets.
• Goals & Objectives explain why each technique is being considered.
• Proposed Arrangement describes how to implement each technique being illustrated.
• Results and Benefits illustrate the benefits of implementing the planner’s recommendations.
• Flowcharts are used to demonstrate the impact of the technique on the client’s overall financial picture. Since the planning techniques are integrated, the flowcharts reflect the combined effect of the techniques.  You can easily demonstrate to the client the benefits of each planning technique.
• Summary of Planning Results clearly and concisely illustrate the benefits of utilizing the estate plan.