Student Question of the Week: Skip versus Non-Skip Person
Student Question from David M
Course: Estate Planning
Student Question:
Hi Dan!
Why is Hillary a non skip person in question 1 when she is the granddaughter of Sam and Sarah Parker?
Instructor Response:
Hi David!
Good example of where to be careful on CFP Board exams. While the diagram shows Sam and Sarah at the top, which would make Hillary a skip person, the questions states JACK is the one planning to make a transfer. So Hillary is his niece, which is a non-skip person.
Let me know any other questions here.