Montana Complex Will with Credit Shelter Marital Trust for Large Estates

Montana Complex Will with Credit Shelter Marital Trust for Large Estates
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State:
Montana
Control #:
MT-COMPLEX2
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Description

This Complex Will with Credit Shelter Trust for Large Estates form is a complex Will designed to enable a couple to maximize the amount of property that can pass free of estate taxes. The Will leaves the maximum tax free amount allowed (i.e. 1,000,000.00 as of 2001) to a trust and the remainder of property to the surviving spouse. All of the property passing to the Spouse is estate tax free. Therefore, no estate taxes are due at the death of the first Spouse. Since the trust has 1 million dollars that can pass to the children tax free, the surviving spouse can also leave 1 million to a similar trust or children and thereby enable 2 million dollars instead of 1 to pass to the children estate tax free. Income from the trust can be disbursed to the surviving spouse and children.

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FAQ

How does a trust qualify for the marital deduction?

Can surviving spouse be trustee of marital trust?

Is a credit shelter trust a marital trust?

What is the difference between a marital trust and a family trust?

Can AB trust be changed by surviving spouse?

Can a spouse be a trustee?

What is the benefit of a marital trust?

Can surviving spouse be trustee of credit shelter trust?

Is a credit shelter trust the same as a bypass trust?

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