[WSBAPT] credit shelter trust

[Craig Liebler]

Why not use a disclaimer trust will?  and let the surviving spouse manage
the tax issues. 

Craig

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Josh Grant
Sent: Wednesday, April 23, 2014 5:40 PM
To: wsbar probate trust
Subject: [WSBAPT] credit shelter trust

 

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

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author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

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