What documents are legally required to set up an irrevocable life insurance trust to avoid estate taxes before my upcoming surgery this week?
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The searches the AI actually ran for this prompt.
SEED QUERY
What documents are legally required to set up an irrevocable life insurance trust to avoid estate taxes before my upcoming surgery this week?
2 real searches · 1 real-search pass
IRS estate tax life insurance proceeds incidents of ownership irrevocable life insurance trust three year rule section 2035 Form 709 annual exclusion 2026Google ↗
OBSERVED
Texas irrevocable life insurance trust execution requirements trustee Texas Trust Code life insurance estate planningGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
IRS estate tax life insurance proceeds incidents of ownership irrevocable life insurance trust three year rule section 2035 Form 709 annual exclusion 2026 Google ↗
Texas irrevocable life insurance trust execution requirements trustee Texas Trust Code life insurance estate planning Google ↗
- 26 U.S.C. § 2035: Adjustments for certain gifts made within 3 years of decedent’s death · uscode.house.gov
- Instructions for Form 706 (07/2026) · irs.gov
- 26 CFR § 20.2042-1 - Proceeds of life insurance. | Electronic Code of Federal Regulations (e-CFR) | US Law · law.cornell.edu
- PROPERTY CODE CHAPTER 112. CREATION, VALIDITY, MODIFICATION, AND TERMINATION OF TRUSTS · tcss.legis.texas.gov
- Texas Insurance Code Section 1104.021 (2025) - Trustee Named as Beneficiary in Policy :: 2025 Texas Statutes :: U.S. Codes and Statutes :: U.S. Law :: Justia · law.justia.com
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS estate tax life insurance proceeds incidents of ownership irrevocable life insurance trust three year rule section 2035 Form 709 annual exclusion 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Texas irrevocable life insurance trust execution requirements trustee Texas Trust Code life insurance estate planning OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |