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.