Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
A credit shelter trust, also known as a bypass trust or a family trust, is a type of trust designed to minimize federal estate taxes for married couples. The basic idea behind a credit shelter trust is to make full use of the estate and gift tax exemption for each individual in the couple.
Read more: What is a credit shelter trust?
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