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The Future of the Credit Shelter Trust
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Submitted By: Jason on January 29, 2013
About the Video: Jeremy Kisner discusses the effect of permanent portability on estate planning.
Hosted At Waywire | 551 views
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Kurt commented on February 23, 2013
Dear Susan: Many reasons exist to maintaining an A/B Trust arrangement. Many clients today have second marriages and two sets of children and the A/B Trust safeguard's assets for the children of the first marriage. Secondly, the A/B trust has an asset protection element for a surviving spouse. Yes, there are complications, but these are valid reasons for keeping these plans in effect. Thank you. Kurt A. Sommer
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