The question of whether to fund a credit shelter trust has long been a central question in estate planning. With the new tax law and it’s temporarily increased exemption, the question is all the more relevant. This month’s alert discusses a new method of adding flexibility to your clients’ trust. The FlexTrust allows an independent Trust Advisor to decide whether and to what extent the credit shelter trust should be funded. With the passage of The Tax Relief, Unemployment Insurance … [Read more...] about TRA 2010 Creates Opportunity for New Planning Strategy – The FlexTrust
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