Estate Planning - The Value of a "Credit Shelter Trust" with a $13,990.000 Estate Tax Exemption

1
1
1
Specialized Knowledge
Main
9/6/2025
9:50 AM - 10:50 AM
Independence East

With a current Federal Estate Tax Exemption of $13,990,000, many lawyers and planners have given up on one the greatest tax planning tools in existence along with Credit protections for the family. Let's review its ongoing value for our client's families.

Learning Objectives:

  1. Understand how valuable the credit shelter trust is for surviving families. 
  2. Implement an uncreditable income tax planning tool for families.
  3. Define unlimited Creditor Protections for the surviving family.