[WSBAPT] Fund Credit Shelter Trust with Promissory Note

[Tracy Paul]

Good Afternoon Listmates!

I'm looking for some thoughts/guidance on using a promissory note to fund a
credit shelter trust. Does anyone have experience doing this and would you
be willing to chat with me about it?

Thanks,
Tracy

-- 
*TRACY PAUL*

Life and Legacy Wealth Planning Attorney

*HAYMOND LAW*

*P* 435.709.5820

*W *deaconhaymond.com
If in need of additional or immediate assistance,
please also consider contacting our Production Director: Katherine Haymond
<khaymond at deaconhaymond.com>
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