Using DSUE or Creating Credit Shelter Trust

Using DSUE or Creating Credit Shelter Trust

  1. What is the deceased spouse unused exemption or DSUE?
  2. Should you rely on DSUE or instead fund a credit shelter trust.
  3. How important is basis step up that is lost by a credit shelter trust?
  4. What about asset location decisions to address basis?
  5. What is the average return of investors in the stock market?
  6. Why trusts not outright?
  7. QTIP.
  8. Clayton QTIP.
  9. Disclaimer.
  10. Capped credit shelter trust.
  11. State limited credit shelter.

Our Consumer Webcasts and Blogs

Subscribe to our email list to receive information on consumer webcasts and blogs, for practical legal information in simple English, delivered to your inbox. For more professional driven information, please visit Shenkman Law to subscribe.

Ad Space