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Create a credit shelter trust, then a GST reverse QTIP as to any difference between available GST exemption and CST amount, then give balance to spouse outright.

By InterActive Legal Support Team Last updated Jun 13, 2024

We would start with the profile that is referred to as the “Three trust plan”.

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InterActive Legal Support Team 14 posts 0 comments

Client wishes to restate their trust agreement. They originally executed the trust when they were single, and they are now married. However, they do not want to make any provisions for the surviving spouse and want all assets to be kept separate.

Blended family want different actions to be taken depending on whether H passes first or W passes first

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Create a credit shelter trust, then a GST reverse QTIP as to any difference between available GST exemption and CST amount, then give balance to spouse outright.

This content is for InterActive Legal subscribers only.

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