Latest updates for Credit Shelter Trust

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Recent items include:

  • What Families Should Know About Credit Shelter Trusts and Estate Taxes
  • Tips From the Pros: Your Annual Exclusion Could Be An Illusion
  • I’m 67. Our family trust earns $300,000 annually for my kids. How do I ensure they won’t get killed on taxes?

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Fresh articles and ideas

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conservamome.com /1 month ago

What Families Should Know About Credit Shelter Trusts and Estate Taxes

Understand what families should know about credit shelter trusts and estate taxes to protect your wealth and secure your legacy. What Families Should Know About Credit Shelter Trus...

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wealthmanagement.com /1 month ago

Tips From the Pros: Your Annual Exclusion Could Be An Illusion

Charles A. Redd explains why gifts in trust and gifts of certain types of assets can be problematic.

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marketwatch.com /6 days ago

I’m 67. Our family trust earns $300,000 annually for my kids. How do I ensure they won’t get killed on taxes?

“My thought is to distribute all of the income to my children each year so that the trust itself pays little to no tax.”

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wealthmanagement.com /1 month ago

Asset Protection Trust Can’t Shield Real Property in Other States

A California court rules that the IRS can access real estate in self-settled trusts, highlighting the limits of asset protection for taxpayers.

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wealthmanagement.com /1 week ago

Managing Grantor Trust Status For SLATs Under IRC Section 677(a)

The ability to turn it on and off is critical to ensuring financial security

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wealthmanagement.com /1 month ago

Traps for Transfer on Death Property

How a deceivingly simple estate-planning tool can leave beneficiaries exposed.

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jdsupra.com /1 week ago

New Bill Proposes Annual Withholding Tax on Trusts with Assets Exceeding $50M

On May 12, 2026, a Bill entitled the “Fair Trusts for Fiscal Responsibility Act” was introduced in the Senate by Sen. Patty Murray and co-led by Sen. Ron Wyden. The proposed legisl...

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wealthmanagement.com /1 month ago

Life Insurance Planning With SLATs

These trusts offer clients the best of both worlds.

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wealthmanagement.com /1 month ago

Community Property Opt-In Trusts

Re-creating the full basis step-up in common law states.

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wealthmanagement.com /1 week ago

Navigating State-Only QTIP Trusts in Decoupled States

Planning challenges and opportunities for married couples

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wealthmanagement.com /1 week ago

Navigating State-Only QTIP Trusts in Decoupled States

Planning challenges and opportunities for married couples

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natlawreview.com /3 weeks ago

QSBS Stacking: Leveraging Gifts and Trusts for Additional Section 1202 Exclusions

Section 1202 of the Internal Revenue Code provides one of the most valuable tax benefits available to entrepreneurs and investors who own qualified small business stock (QSBS). Sub...

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accountingtoday.com /4 days ago

Avoid these pitfalls with generation-skipping and dynasty trusts

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

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jdsupra.com /3 weeks ago

Already Have Life Insurance? Why an ILIT May Be Worth It

With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30...

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financial-planning.com /4 days ago

Avoid these pitfalls with generation-skipping and dynasty trusts

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

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mymillennialguide.com /1 month ago

Best Banks for Trust Accounts: Protect Your Assets In a Trust

They say you can't take it all with you when you die—but a trust account lets you control exactly where it goes. The problem? Most banks make trust accounts unnecessarily complicat...

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wealthmanagement.com /1 month ago

Help Trustee Clients Navigate Capacity Challenges

Safeguard the integrity of your client's estate plan.

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wealthmanagement.com /1 week ago

Spousal IRA Elections

How to advise clients who inherit individual retirement accounts.

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wealthmanagement.com /3 weeks ago

Talking Trusts & Estates for Advisors: Planning With Spousal Lifetime Access Trusts

Bryn Mawr Trust's Jamie Hopkins breaks down the complex giving strategy known as SLATs.

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jdsupra.com /1 day ago

New Inheritance Tax Rules for Pension Death Benefits: What Trustees Need to Know About Information-Sharing

Major changes to inheritance tax (IHT) are on the way. From 6 April 2027, most death benefits paid by registered pension schemes will be treated as part of the deceased member’s es...

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savingadvice.com /1 week ago

5 Rules Around Revocable Living Trusts Seniors Should Review With an Attorney Before June

Many seniors believe that once they create a revocable living trust, their estate planning is finished for life. In reality, laws, tax rules, beneficiary situations,...

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wealthmanagement.com /1 month ago

Charitable Giving in a Post-Estate Tax Era

New options to explore with your clients.

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wealthmanagement.com /1 month ago

Trusts Without Borders

Building a more durable framework for the future.

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lifeinsure.com /2 weeks ago

Life Insurance to Cover Estate Taxes: A Strategic Guide for 2026

A $15 million federal exemption won't stop your home state or the IRS from demanding a massive cut of what you've spent a lifetime building. Even... <p>The post Life Insuranc...

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Sources covering Credit Shelter Trust

feeds.marketwatch.com

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conservamome.com

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accountingtoday.com

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financial-planning.com

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jdsupra.com

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lifeinsure.com

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