Skip to main content

Using a "credit shelter" or "bypass" trust: a good thing or a terrible (tax) mistake?

The use of a credit shelter trust, utilizing a decedent's federal exemption amount, is common. However, it is not always the best decision in light of changes in the federal estate tax laws that occurred between 2008 and 2012.

Rate this guide

Recommended articles about Wills and estates

Can’t find what you’re looking for?

Post a free question on our public forum.

Ask a Question

- or -

Search for lawyers by reviews and ratings.

Find a Lawyer