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HomeNewsBlogAfter ATRA, the Escalating Importance of Classifying Yours, Mine and Ours

After ATRA, the Escalating Importance of Classifying Yours, Mine and Ours

Joint Trust Article
Percolating out there in estate planning since 1984 has been the concern about retitling assets to allow the funding of the credit shelter trust at the first spouse’s passing. With the estate tax exclusion reaching $600,000 in 1984, planning often required a retitling of assets from one spouse to another to ensure that when the first spouse passed away, there would be sufficient assets to fund that spouse’s credit shelter trust.

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