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Estate Tax Planning for Couples
First Death
No tax upon death of 1st spouse to die
Second Death
Revocable Living Trust
Exclusion Trust
Marital Trust
Survivor's Trust
Residuary Beneficiaries
One trust, which settlers can amend or revoke
Survivor's assets.
Survivor may amend or revoke
Applicable Exclusion Amount
Applicable Exclusion
2002-2003=$1,000.000
2004-2005=$1,500.000
2006-2008=$2,000.000
2009=$3,500.000
2010=unlimited
2011 & Later=$1,000.000
