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Basics of Estate Planning: Portability vs. Credit Shelter Trust | Connecticut Estate Planning Attorneys

Basics of Estate Planning: Portability vs. Credit Shelter Trust

January 17, 2018 by Jeffrey A. Nirenstein

Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more.

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Jeffrey A. Nirenstein

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