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Credit shelter trusts and portability Comparing strategies to help manage estate taxes Married couples have two strategies to choose from to help protect their families from estate taxes. Choosing the

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What is credit shelter trusts?

A credit shelter trust, also known as a bypass or family trust, is an estate planning tool that allows married couples to maximize the use of their estate tax exemption.

Who is required to file credit shelter trusts?

It is typically the trustee or executor of the estate who is responsible for filing the credit shelter trust.

How to fill out credit shelter trusts?

Credit shelter trusts must be filled out in accordance with the instructions provided by the IRS and any state-specific requirements.

What is the purpose of credit shelter trusts?

The purpose of credit shelter trusts is to minimize estate taxes by taking full advantage of both spouses' estate tax exemptions.

What information must be reported on credit shelter trusts?

Information such as the trust document, assets transferred to the trust, and any income generated by the trust must be reported on credit shelter trusts.

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