Allows trust contributions to qualify for annual exclusion by creating a present interest. -- Open Exam Prep Podcast. More Exam Prep Content Visit: <a href="https://open-exam-prep.com/" rel="noopener noreferrer" target="_blank">https://open-exam-prep.com/</a>

Allows trust contributions to qualify for annual exclusion by creating a present interest. -- Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

Allows trust contributions to qualify for annual exclusion by creating a present interest. -- Open Exam Prep Podcast. More Exam Prep Content Visit: <a href="https://open-exam-prep.com/" rel="noopener noreferrer">https://open-exam-prep.com/</a>

[Estate Planning] 13, Crummey Provision

Open Exam Prep: Mastering Financial Exams

The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part.

Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals.

Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time.

Visit for more content: https://open-exam-prep.com/

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Open Exam Prep: Mastering Financial Exams The path to becoming a certified financial professional is known for its difficulty, and finding high-quality, accessible study material shouldn't be the hardest part. Created by Ran Chen—an AI application enthusiast, Financial Advisor, and holder of the EA (Tax), Life Insurance, Series 6/63/65, and CFP® designations—this podcast was born from personal experience. Having navigated these challenging exams himself, Ran realized the need for better resources and created Open Exam Prep as a free solution for aspiring professionals. Each episode breaks down complex major exam topics into clear, digestible lessons, covering everything from tax planning and estate strategies to retirement solutions and investment principles. Whether you’re studying during your commute, workout, or downtime, we are here to guide you—one question, one topic, one victory at a time. Visit for more content: https://open-exam-prep.com/

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[Estate Planning] 13, Crummey Provision

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