What is a marital disclaimer trust? - Estate Planning in San Luis Obispo

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What is a marital disclaimer trust? - Estate Planning in San Luis Obispo

What is a marital disclaimer trust?

Schedule an Appointment Now The marital disclaimer trust resembles a credit shelter trust (aka AB-Trust): Assets placed into the trust are generally not counted towards the estate of the surviving spouse. The remaining beneficiaries receive the assets free of estate-tax when the surviving spouse dies. Unlike most AB-Trusts, the use of a marital disclaimer trust … Continue reading What is a marital disclaimer trust?