Frazer LLP Blog

The Benefits of a Credit Shelter Trust

Jul 6, 2015 7:53:42 AM / by Jean Caragher posted in Estate Planning, Tax


Even though portability now allows married couples to use up both spouses’ estate tax exemptions without having to make lifetime asset transfers or set up trusts, this “easier” path isn’t necessarily the better path. For couples with large estates, making lifetime asset transfers and setting up trusts can provide benefits that exemption portability doesn’t offer.

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