FAQs

|FAQs

Parent category for all FAQ’s.

4 03, 2021

Entering Values In The CRAT Payout Field

By |2021-03-10T21:53:46-05:00March 4th, 2021|Comments Off on Entering Values In The CRAT Payout Field

The data entered in the "CRAT Payout" field has to meet the following criteria: The amount entered has to be at least 5% of the FMV of Trust. Any value entered lower than that will be forced to 5%.  The maximum value allowed for this input is 50%. The program will force anything above this amount down to 50%.

20 01, 2021

Tip #104 – How do I manually update my AFR & §7520 Rate Table?

By |2021-02-09T13:48:56-05:00January 20th, 2021|Comments Off on Tip #104 – How do I manually update my AFR & §7520 Rate Table?

TIP #104 -  You can manually download the AFR Rate Table by following these quick steps: Select the "Edit" menu from inside the program. Select the "AFR Rates" menu item. Select "Download AFR Rate Data Package". Your Brentmark desktop application should now be updated with the new published AFR Rates.