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If you've wondered if your client needs a Credit Shelter Trust, this episode details their value in estate planning. Hosts Anne Estate Tax Planning: Benefits of a Credit Shelter Trust Given the uncertainty as to what the federal or New York State exemption amounts will be when a person dies or what the size of a person's
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Trusts direct that an amount equal to the spouse's New York exclusion pass to a trust called a “credit shelter trust” or “bypass trust”. The Trusts and Estates Law Section 2023 Fall Meeting | Promo
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Would you like to learn more about this topic and talk to someone? Schedule a free consultation here: Is it Comments have been disabled as of 06/06/2025. The SEC mandates that Youtube Comments be automatically archived (like New York, New York. May 9, 2003. T. Randolph Harris instrument to fully fund the credit shelter trust, the first spouse's unified credit may be wasted.
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What is a Credit Shelter Trust? by Seth Schlessel Part 2: The importance of incorporating a Private Family Trust into your structure. In an irrevocable trust, if capital gain is realized by the trust with trust principal distributed out to a trust beneficiary during the
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In this video, Stephen A. Bonfa, Esq. - Partner and Chair of IX Legal's Estates & Tax Division - breaks down the fundamentals of estateplanning #everythingestateplanning #livingtrust #probate #newyork #newjersey #getitdone. Do You Not Know How Tax Deductions Work?
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5 Ways to Avoid Estate Taxes by Seth Schlessel Learn how to protect your family's assets and reduce estate taxes in New York in New York Trust Law by Christine Matus Welcome to our YouTube channel! In today's video, we will discuss the critical role of a
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Downsides of a Revocable Living Trust What is a Credit Shelter Trust? by Seth Schlessel Welcome to our YouTube channel! In this video, we explore the benefits of
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A revocable trust agreement for a married individual in New York that creates a credit shelter trust (sometimes referred to as a bypass trust or family trust) #129 | Estate Plan Terms: Credit Shelter Trust Eighteen states, including New York and New Jersey, currently impose some form of estate or inheritance tax, New York's estate tax ranges from 3.06%- 16%. So
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