[WSBARP] Using TEDRA to divert funds from overfunded credit shelter trust to fund QTIP trust

Jose L Sanchez jose at joselsanchez.com
Fri Jan 17 15:47:19 PST 2020


An estate with $6M has all of the funds going to a credit shelter trust and
no funds going to the marital QTIP trust. How likely is the WA DOR to
challenge a nonjudicial binding agreement that funds the marital deduction
QTIP trust instead of the credit shelter trust?

Thanks for your feedback.

Jose L. Sanchez
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20200117/a1480e25/attachment.html>


More information about the WSBARP mailing list