![]() ProgramĬharitable Tax Proposal (CresEstate) Comprehensive Gift Plans (CresPro) ![]() Onesource Estate Planner Tool Box (Zcalc)Ĭharitable Tax Calculations and Illustrations The following systems can illustrate the tax consequences of charitable giving, either lifetime or testamentary, usually through split-interest trusts (charitable remainder trusts or charitable lead trusts). Most software is still in the Windows desktop (or laptop) environment, but the program identified as “Web Browser” are “cloud computing” systems that run on remote servers and are accessible through a web browser running on any device, including tablets and “smart phones.” Estate Planning Estate Tax Calculations and Illustrations The following systems can illustrate one or more estate planning strategies and recommendations, through tax and financial calculations and projections and sometimes through charts and graphs. ![]() In addition to updating names, publishers, and contact information, I have attempted to identify the type of software (or service) or platform on which the software runs. This is an updated list of software that was originally published as an appendix to my book Wills, Trusts, and Technology, published by the American Bar Association and now in its second edition.
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