My newsletter, titled “Fix the Credit-Shelter Trust”.

Click here for the link.  This is my March 28, 2013 law firm newsletter on income tax planning for married clients for existing credit-shelter trusts in their core estate planning documents. This is an effective, reasonably short, couple-page fix, designed particularly for married couples whose combined assets will likely not exceed $10 million.  This covers a substantial number of married couples.

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