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Portability and Credit Sheter Trusts CEPlan  Form

Portability and Credit Sheter Trusts CEPlan Form

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the following bltv program is brought to you by flaherty law please enjoy [Music] welcome to learn about law my name is kevin o'flaherty from o'flaherty law i hope you find this video and podcast helpful if you need some help please feel free to call us at 630-324-6666 we offer free consultations in many areas of law and we have several geographic locations for your convenience we serve all of illinois and we're also happy to meet with you and provide most legal services virtually without requiring you to leave your home enjoy the video hi everyone this is matt with learn about law and in this video i'm going to discuss credit shelter trusts the credit shelter trust also known as a family trust has long been the gold standard for estate planning with each spouse able to move over 5 million adjusted for inflation and federal portability without a sunset clause the issue of weather credit shelter trust preparation is still appropriate or advisable has emerged the reality is that the cred

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