Sentence examples for shelter trust from inspiring English sources

It is a credit shelter trust, not a marital trust.

But a more immediate issue is an estate plan that has a credit shelter trust written into it.

Virtually every will I do for a married couple has a credit shelter trust as part of it.

So you must have that $3.5 million if you die first titled in your name, and it must then go into a credit shelter trust.

Jennifer Immel, senior wealth planner at PNC Wealth, said the wealthy could put provisions in their estate plans to use a credit shelter trust if the laws had changed again by the time the first spouse died.

If it was written to send as much money as possible free of federal estate taxes to a credit shelter trust, the estate could pay an unexpected amount in state estate taxes.

Review credit shelter trusts and revise the funding formula, if necessary, or create disclaimer trusts.

Site also explains differences between various wills, like wills with contingent trusts, pour-over wills and living credit shelter trusts.

This post discusses how credit shelter trusts operated as an estate planning tool prior to ATRA.

Prior to ATRA, most estate plans utilized credit shelter trusts in some way.

Credit shelter trusts can also be created during the First Spouse's lifetime, as an inter vivos trust.