[WSBAPT] Funding credit trust based on Applicable Exclusion Amount

[Jeff at bellanddavispllc.com]

Listmates:

 

Most formulas used to fund a credit trust reference the federal estate tax.
Since the federal "credit" is now $11.25 million, have any of you dropped
reference to the federal tax and simply base the funding formula on the then
applicable exclusion amount?  

 

Jeff Davis

 

W. Jeff Davis

BELL & DAVIS PLLC
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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