Student Question from David M
Course: Estate Planning
Why is Hillary a non skip person in question 1 when she is the granddaughter of Sam and Sarah Parker?
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.