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    • Trust Distribution

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    Trust Distribution

    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
    Wife's Estate
    $1,800,000
    Children
    $1,500,000
    Federal Estate Tax
    $300,000
    Husband's Estate
    No Tax Due to Marital Deduction
    $900,000
    $1,300,000

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