A marital trust, also known as an “A” trust, is a legal arrangement designed to provide financial security for a surviving spouse while also optimizing estate tax benefits.
A marital trust could help you transfer assets to the surviving spouse without incurring estate taxes, while preserving wealth for future generations. Marital trusts are often used by couples to ...
Marilyn Hilton died on March 12, 2004. Barron and Marilyn’s estate plan included a marital trust. Many estate plans include subtrusts that spring into existence upon the death of the first ...
The IRS has published a private letter ruling on Section 2056 and Treasury Regulation Section 301.9100 granting the taxpayer an extension of time to make a qualified terminable interest property ...