[WSBAPT] Wash Estate Tax - Credit Shelter Trust Wills

Josh Grant jgrant at accima.com
Mon Feb 1 15:35:28 PST 2021


I have a client with wills written in early 1990.  They are credit shelter wills.  Estates total about $4,00,000.  I have heard that the Washington  department of revenue, considers the full value as taxable to the surviving spouse, notwithstanding the federal estate tax would allow the second to die to be “sheltered” from taxing the 1st to die’s part that went into a credit shelter trust for the benefit of the surviving spouse.  Anyone have any details on this? Authority? Thanks
Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210201/e5672cd5/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: advocates[1].png
Type: image/png
Size: 7674 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210201/e5672cd5/advocates1.png>


More information about the WSBAPT mailing list