[WSBAPT] credit shelter trust

Josh Grant jgrant at accima.com
Wed Apr 23 17:40:22 PDT 2014


I know this has been a topic, but I am not good about looking at archives.
 
I have a client (couple) with $2,000,000 and in their mid 60's.  I want to
provide a credit shelter trust in their wills that will be specifically
tailored to protecting them up to the $4,000,000 in Washington Inheritance
tax exemption and I don't see a need to worry about US estate taxes.
 
I would like to see the language recommended to just cover the Washington
Inheritance Tax...  "I give my spouse  ________________".  
 
Just the formula.
 
Thanks
 
I am, for the first time in many years, going to be able to attend the
midyear meeting of our section.  So I will finally get to put  faces to
some names of my fellow list mates who have been so very helpful.
 
josh
 
Joshua F. Grant
Attorney at Law
P.O. Box 619
Wilbur, WA 99185
 
t 509 647 5578
f 509 647 2734

=======================


- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 4798 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20140423/64fe0ef2/winmail.dat>


More information about the WSBAPT mailing list