01-29-2007, 09:04 PM
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 Re: Bypass AB divisions "boostm3" <elliott.paule[at]removethis.gmail.com> wrote in message news:_Bqvh.11$Zz1.2[at]newsfe08.lga... - quote - > In a simple AB trust, the assets get divided into a 'Marital' subdivision,
x% to Trust A> and a 'Family' subdivision. In my case the former is labeled the 'A' > trust, > and the latter the 'B' trust, and its the latter that is to hold the > entire > amount of the allowable Estate Tax Exemption. > What do you do if you have 3 assets that comprise the trust which must be > divided as above, when the hypothetical value of the assets are 1) a home > appraised at $2.2 mil, 2) investment acct worth $300k, and 3) investment > acct worth $400k? That is, how do you split an asset like a home for the > purposes of the A/B divisions? > Paul 100-x% to Trust B |
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#-1
01-29-2007, 05:38 PM
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| Bypass AB divisions In a simple AB trust, the assets get divided into a 'Marital' subdivision, and a 'Family' subdivision. In my case the former is labeled the 'A' trust, and the latter the 'B' trust, and its the latter that is to hold the entire amount of the allowable Estate Tax Exemption. What do you do if you have 3 assets that comprise the trust which must be divided as above, when the hypothetical value of the assets are 1) a home appraised at $2.2 mil, 2) investment acct worth $300k, and 3) investment acct worth $400k? That is, how do you split an asset like a home for the purposes of the A/B divisions? Paul |
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