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In this technique, each spouse creates a trust and divides their assets (usually evenly) between the two trusts. The terms of the credit shelter trust provide that upon the first spouse's death, the other is left an amount in trust for the benefit of the surviving spouse up to the current federal exemption equivalent to the federal estate tax.
The estate tax is part of the federal unified gift and estate tax in the United States. The other part of the system, the gift tax, applies to transfers of property during a person's life. In addition to the federal government, 12 states tax the estate of the deceased.
the additional gift tax cost of transferring income producing assets to the trust and; the grantor trust rules of IRC §677(a)(3) cause the grantor to be taxed on the trust's income. Unfunded insurance trusts own one or more insurance policies and are funded by annual gifts from the grantor.
A 40% federal estate tax applies to estate values topping $13.61 million for individuals and $27.22 million for married couples. Unlike with policies from US insurers, clients can cancel their ...
The federal estate tax is a tax that’s levied on the transfer of property when someone passes away. At the upper range, the federal estate tax can reach 40%. At the upper range, the federal ...
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