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What is a Credit Shelter Trust? - Seth Schlessel
From Schlessel Law PLLC - In this episode, we break down the important insights from the article ‘What is a Credit Shelter Trust?’ and explore how this strategic estate planning tool can benefit married couples looking to minimize estate taxes and preserve their wealth for future generations. Also known as a bypass or family trust, a credit shelter trust allows couples to take full advantage of their estate tax exemptions, ensuring that a significant portion of their assets remains tax-free. This is especially important in New York, where state estate taxes can impose additional burdens on…
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