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TRUST DISTRIBUTION FLOWCHART
"Credit Shelter Trusts"
Someone who has more than $650,000 in assets and married may want to consider this option.
The Credit Shelter Trust allows a married couple to leave an estate worth up to $1.3 million without owing taxes.
In this hypothetical situation, the couple saved $200,000 through a Credit Shelter Trust.
Will without Credit Shelter Trust
More Tax-Efficient Will utilizing
Credit Shelter Trust
Wife's Estate
$1,800,000
Children
$1,500,000
Federal Estate Tax
$300,000
Husband's Estate
No Tax Due to Marital Deduction
$900,000
$1,300,000
