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AB Trusts (Bypass Trust or Credit Shelter Trust)

AB Trusts (Bypass Trust or Credit Shelter Trust). Jason Coles Karen Merrill Arnie Wolff. Why have a Credit Shelter Trust?. The whole idea is how to avoid paying death taxes Essentially you can transfer an additional $500,000 tax-free to your beneficiaries by paying $2000 if attorney fees

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Estate tax doesn - PowerPoint PPT Presentation

AB Trusts (Bypass Trust or Credit Shelter Trust)