A marital trust pays all of its income to the surviving spouse. The assets are owned by the trust, but the income is paid to the surviving spouse. There are statutory requirements which must be met in order to take full advantage of the tax laws. We can help insure you make the most of your marital trust and maximize your estate and the current tax laws. The credit shelter trust can help married couples minimize federal estate taxes by using all of the available tax exclusions of both spouses. The trust owns the assets for the income benefit of the surviving spouse.
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