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  • In Focus – Credit Shelter Trust

    Tuesday 04th of September 2012 12:54:01 PM

    Credit Shelter Trust or “bypass trust” can be considered as an estate tax saving technique that allows married couples to receive a lifetime exemption on estate taxes. This type of trust agreement can also minimize the federal taxes between the combined estates of a married couple.

    Bypass trust can reward the husband and the wife their individual one-time exemption from gift tax or death tax. Those couples who have combined assets that exceed the exclusion amount of $3.5 million can take full advantage of Credit Shelter Trust.

    Credit Shelter Trust should therefore be considered in the planning stages of couples estates.


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