Backdating allocation of marital assets into survivor trust

Posted by / 23-Nov-2019 14:42

Backdating allocation of marital assets into survivor trust

For example, a married couple has an estate worth million by the time one of the spouses die.

The federal tax exemption is transferrable between married couples through a designation referred to as the portability of the estate tax exemption.If the deceased spouse’s estate falls under the amount of his or her tax exemption, then it may not be necessary to establish a survivor’s trust.The unused portion of the late spouse’s federal tax exemption can be transferred to the surviving spouse’s tax exemption by filling out IRS Form 706.An A-B trust is a joint trust created by a married couple for the purpose of minimizing estate taxes.An A-B trust is a trust that divides into two upon the death of the first spouse.

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