Credit Shelter Trust
A credit shelter trust, also known as a bypass trust or a family trust, is a type of trust designed to minimize federal estate taxes for married couples. The basic idea behind a credit shelter trust is to make full use of the estate and gift tax exemption for each individual in the couple.
Read more: What is a credit shelter trust?
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.