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Complex Will with Credit Shelter Marital Trust for Large Estates Alabama Form

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Complex Will with Credit Shelter Marital Trust for Large Estates Alabama Form

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Well greetings from Bill O'Leary coming to you today to answer a very specific question: What is a Marital Trust Agreement in Estate Planning? So in this video you're going to learn: What a Marital Trust Agreement is, the purpose it serves and why someone would put a Marital Trust in place. First quick intro of myself Bill O'Leary here I'm an attorney here in Jacksonville Florida, my firm is Legacy Planning Law Group and we just focus on a few specific areas: Estate Planning, Elder Law and Probate and Trust Administration. So what is a Marital Trust agreement? Well as is obvious from the name it's a Trust that's put together by folks who were married, that's why it's called a Marital Trust and as you might imagine it's very common for a married couple; let's say to want everything to go to the surviving spouse at the first spouse's death fair eno

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