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29ChapterUsing Credit Shelter and Marital Trusts to Reduce Estate Taxes Julie Garber (Key West, Florida)If you are married and your combined estate with your spouse exceeds the amount exempt from

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What is using credit shelter and?

Using a credit shelter trust (CST) allows a married couple to maximize their federal estate tax exemption.

Who is required to file using credit shelter and?

Married couples who want to minimize estate taxes upon the death of one spouse are required to file using a credit shelter trust.

How to fill out using credit shelter and?

To fill out a credit shelter trust, couples should work with estate planning professionals to establish the trust document and transfer assets into the trust.

What is the purpose of using credit shelter and?

The purpose of using a credit shelter trust is to reduce or eliminate estate taxes upon the death of one spouse, ensuring that assets pass to heirs without being subject to excessive taxation.

What information must be reported on using credit shelter and?

Information about the value of assets transferred into the credit shelter trust, as well as details about the trust beneficiaries, must be reported when using a credit shelter trust.

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