Season 1 · Episode 24
Everything You Need to Know About Credit Shelter Trusts
The Practical Planner · wealth.com
October 8, 202429m 8sExplicit
Audio is streamed directly from the publisher (api.riverside.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
If you’ve wondered if your client needs a Credit Shelter Trust, this episode details their value in estate planning. Hosts Anne Rhodes, Thomas Kopelman and David Haughton discuss why Credit Shelter Trusts are designed for estate tax planning, specifically to preserve the estate tax exemption for spouses. They go into the different ways Credit Shelter Trusts can be structured and the potential downsides of using one. They also touch on Survivor’s Trusts and why flexibility in estate planning is so important.
For any questions, email us at [email protected].
Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!