Credit Shelter Trusts

Andreozzi Bluestein LLP provides representation, advise and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations.

Credit Shelter Trusts

Andreozzi Bluestein LLP provides representation, advise and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations.

If you are married and your combined estate exceeds the federal estate tax exemption, a credit shelter trust can serve to reduce your inheritance taxes. With a credit shelter trust, each spouse is able to take advantage of the full estate tax exemption.  Without proper planning, often individual exemptions are wasted in particular where proper attention is not paid to the individual titling of assets.

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