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Your Client’s B Trust Might Be a Disaster
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The most common estate plans have been: 1) I love you “A” trust, 2) A/B trusts, and 3) A/B/C trusts. If both spouses are still alive, the “B” trust is probably not needed for estate tax purposes and will cause a lack of step up in basis one the 2nd passing. It there is only one surviving spouse now, the results may be the same. Learn how to solve the problem in both situations.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Stephen Mancini, Esq. and Danniel Wexler, Esq.
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The most common estate plans have been: 1) I love you “A” trust, 2) A/B trusts, and 3) A/B/C trusts. If both spouses are still alive, the “B” trust is probably not needed for estate tax purposes and will cause a lack of step up in basis one the 2nd passing. It there is only one surviving spouse now, the results may be the same. Learn how to solve the problem in both situations.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Stephen Mancini, Esq. and Danniel Wexler, Esq.
