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

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

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all right Kelly thank you so much good morning it's still morning here so good morning um I'm happy to be here with all of you uh my name is Ali tell I am a trust and state planning attorney here in Woodland Hills California and um we get to do a lot of trust Administration Advance estate tax planning your regular revocable living trust probate and Trust at Administration that's sort of the the work that we do today in the first session while I'm here with you I'm going to sort of talk to you about marital trust and as I was working through putting the presentation together I I just couldn't really talk about marital trust without talking about you know the credit shelter trust the be trust so as as you'll see through the presentation my goal is to First go through these acts I mean they're they're definitely old news but it was these acts that I'll go through with you that made it different on how we reall

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