Create Trusts examples like this template called Trust Distribution that you can easily edit and customize in minutes.
Text in this Example:
TRUST DISTRIBUTION FLOWCHART
"Credit Shelter Trusts"
Someone who has more than $650,000 in assets and married may want to consider this option.
The Credit Shelter Trust allows a married couple to leave an estate worth up to $1.3 million without owing taxes.
In this hypothetical situation, the couple saved $200,000 through a Credit Shelter Trust.
Will without Credit Shelter Trust
More Tax-Efficient Will utilizing
Credit Shelter Trust
Federal Estate Tax
No Tax Due to Marital Deduction