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Marital Trust Form

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with the possibility of the basic exclusion amount for estate tax being reduced marital deduction planning is and has always been a hot topic however there are limitations you should know and the requirement of guaranteeing income to a spouse can create problems depending on the types of assets that are transferred now there is a little known work around for this but it comes at a cost potentially i'm griffin bridgers and this is 10 minutes with griffin for today's episode episode 240 we're going to explore a little-known trust called the estate trust and how it can be used in marital deduction planning as always this presentation is not intended to substitute for legal or tax advice is provided for educational purposes only so a little bit about me i do what i do because i enjoy speaking and teaching so if you enjoy this presentation or any of my other videos or other content i'm happy to be an in-person or virtual speaker for your upcoming event or for any in-house pr

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