Monday, July 11, 2011

Transmittal With Suggestion

This letter covers technical information briefly and refers to additional service possibilities. Again, allow the enclosures to handle the details of technical material. Use the cover letter to summarize or highlight only

December 10, 20XX

Linda Maple
77 Cherry Brook Terr.
Burlington, NC 27218

Dear Linda:

Your projection for the possible Grantor-Retained Income Trust (GRIT) is included with this letter.

You may also want to investigate Grantor-Retained Annuity Trusts (GRATs) and Grantor-Retained Unitrusts (GRUTs). I have taken the liberty of including a pamphlet describing these options in more detail.

Please let me know if I may clarify anything for you. We could meet anytime next Thursday at your convenience to discuss which trusts best suit your assets and family


Davis C. Cernicek

No comments:

Post a Comment