More examples in Estate Planning/Transfer of Assets
Sample Trusts at the Death of the Survivor to Transfer Assets Example
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Death of Surviving Parent Terminated and divided equally between children. Taxes only if exceeds
$2 million. Trust A
(Marital Trust) Death of Surviving Parent Passed to children
tax free regardless of balance. Trust B Terminated and divided equally between children. Taxes only if exceeds
$2 million. Revocable Trust
$2 million. Trust A
(Marital Trust) Death of Surviving Parent Passed to children
tax free regardless of balance. Trust B Terminated and divided equally between children. Taxes only if exceeds
$2 million. Revocable Trust