[WSBAPT] Unneeded Credit Shelter

[Shannon Jones]

Listmates, What is the recommended course of action when you have a revocable living trust requiring funding a creditor shelter trust, first spouse dies and surviving spouse then dies only a few months later, and we have a total estate well under the WA estate tax exemption? Credit Shelter and Survivor's Trusts all end up distributing to the same persons. Do we have to fund the credit shelter when it accomplishes no useful purpose? If we don't fund the credit trust, do I need a TEDRA? Shannon

[cid:image001.png at 01D85313.15477C00]
Shannon R. Jones | Attorney
Campbell Barnett PLLC
Direct:  253.848.3515
Office: 253.848.3513| Fax: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj at campbellbarnettlaw.com<mailto:shannonj at campbellbarnettlaw.com>
campbellbarnettlaw.com<https://campbellbarnettlaw.com/>

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