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Rethink the Credit-Shelter Trust |
January 31, 2013
Previously published on January 28, 2013
The recent American Taxpayer Relief Act of 2012 increase in the income tax rates and creation of the new 3.8% investment (Medicare) tax can be costly for a typical estate planning credit-shelter trust, absent a rethinking about its design.
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The views expressed in this document are solely the views of the author and not Martindale-Hubbell. This document is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance. |
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