Existing Plan1 Proposed Plan1 Implemented Plan2 Estimated Tax Savings over 10 years (from Captive) $ - $ 800,000 $ - Heirs Receive Immediately $ 23,970,705 $ 21,674,526 $ 41,193,018 PV of Future Benefits to Heirs from TCLATs $ - $ 11,397,001 $ 1,379,340 Family Foundation $ - $ 12,292,227 $ 1,487,686 Estate Tax $ 11,316,300 $ - $ -   Proposed Advantage Implemented Advantage Income Tax Savings over 10 years $ 800,000 $ - Increased Net to Heirs $ 9,100,821 $ 18,601,652 Increase to Family Foundation $ 12,292,227 $ 1,487,686 Estate Tax Savings $ 11,316,300 $ 11,316,300 1. Results based on the October 2005 Family Wealth Blueprint. 2. Results based on the implementation of new insurance in the ILIT, gifts and sales of limited partnership interests to an IDIT, implementation of two new QPRTs, and funding of laddered TCLATs. Additional benefits should be realized as your advisers complete remaining steps on the Implementation Checklist, which appears at the end of your Family Wealth Blueprint.