video1.0<iframe src="https://www.loom.com/embed/3b474f8e8cf1498fb07e65e5497dea88" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3b474f8e8cf1498fb07e65e5497dea88-689cfce33c68dfad.gif218.916In this video, I walk you through the process of modeling a hypothetical CRT or CLT in the estate waterfall. I demonstrate how to create a hypothetical transfer, including entering details like the transfer name, funding value, and payout type. I also highlight the visualization features that show charitable deductions and income tax savings. Please make sure to follow along and try creating your own hypothetical transfers after watching!