How have you helped a client utilize trusts to minimize their estate tax liability, and what was the outcome?

Jane, a successful affiliate marketer, concerned about estate tax liabilities, sought guidance on using trusts for protection. She utilized a Charitable Remainder Trust (CRT) to minimize estate tax exposure while securing her family's financial future. By forming strategic partnerships in her business, she leveraged effective tools that not only benefited her finances but also aligned with her charitable intentions.