Kugler Estate Analyzer

Kugler Estate Analyzer Sample Report (3/6/03)
File: Kugler sample report.pdf  (94K)
Note: The 2015 Estate Tax example in this case assumes 2009 rates apply. This is one of 3 selectable options for future rates.

The Kugler Estate Analyzer may be used to prepare a comprehensive estate plan using a building block approach.  Estate planning techniques may be stacked on top of each other to show the incremental effect of each technique.

Integrated planning techniques include:

  • Credit Shelter Trust
  • Life Insurance Trust
  • Funding Estate Costs
  • Marital QTIP Trust
  • GST Trust
  • Income to Spouse
  • QPRT
  • GRAT (zeroed out)
  • Rolling GRAT
  • CRAT
  • CLUT
  • CRUT
  • Sale to Grantor Trust (IDIT)
  • Family Limited Partnership
  • Special Use Valuation
  • Testamentary Charitable Gift
  • Outright Gift
  • Annual Exclusion Gifts
 The Kugler Estate Analyzer is an estate planning program that is easy-to-use.  The program is divided into three sections.  First, information is entered on a Client Information screen.  Next, details on Assets & Liabilities are added on another screen.  Finally, Techniques are selected and fine-tuned on a third screen.  Some of the techniques may be complex, but you will find program operation to be remarkably simple. 

Comprehensive client reports explain the purpose of each technique:

  • Pertinent Information recaps the relevant information about the client's assets.
  • Goals & Objectives explains why each technique is being considered.
  • Proposed Arrangement describes how to implement each technique being illustrated.
  • Results and Benefits illustrates the benefits of implementing the planner's recommendations.
  • Flowcharts are used to demonstrate the impact of the technique on the client's overall financial picture.  Since the planning techniques are integrated, the flowcharts reflect the combined effect of the techniques.  You can easily demonstrate to the client the benefits of each planning technique. 
  • Summary of Planning Results clearly and concisely illustrates the benefits of utilizing the estate plan.

The Kugler Estate Analyzer is priced at $595 (or for $570 if downloaded) for a Single User License or $1190 for a Limited Site License (up to 10 ten users at one site). Initial licensing includes six full months of maintenance coverage (updates sent as released). Future annual maintenance coverage is $199 for a single user license.  Windows 98 or later is required. 

A demo program, sample report, and user manual are available to download.

For a free demo disk, contact Brentmark Software.  Send e-mail to sales@brentmark.com or call 1-800-879-6665.

Brentmark Software
3505 Lake Lynda Drive, Suite 212
Orlando, FL  32817-8327
1-800-879-6665 or 407-306-6160
Fax: 407-306-6107

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Last modified: February 25, 2008