Credit Shelter Trusts (CSTs), commonly referred to as a bypass trust, B trust, exemption trust, or family trust, is an irrevocable trust used to help married couples transfer assets upon their death to their surviving spouse and, ultimately, their children.
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Lauren Carni2023-09-22 17:32:092023-09-22 17:32:09Credit Shelter Trusts: Estate Planning Options for Larger EstatesIn addition to in-person meetings, we are able to consult with you remotely via phone or video conference, at your election. Regardless of your location or circumstances, we have the technology and resources to provide the strong legal guidance our clients have come to expect during our two decades plus in practice.
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In 1999, Richard E. Davis and Leslie T. Fields brought together a vision of a law practice committed to providing services with the perfect combination of the quality and sophistication found at larger firms and the individualized care and attention found at smaller firms. Davis & Fields began as the culmination of their many years of experience developed at larger firms, real world business experience, and foundations of superior education. The firm quickly became a highly respected source for sophisticated business and estate planning, strong litigation skills, and caring relationships, and Davis, Davis & Associates continues that legacy today.
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Credit Shelter Trusts (CSTs), commonly referred to as a bypass trust, B trust, exemption trust, or family trust, is an irrevocable trust used to help married couples transfer assets upon their death to their surviving spouse and, ultimately, their children.
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Lauren Carni
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Lauren Carni2023-09-22 17:32:092023-09-22 17:32:09Credit Shelter Trusts: Estate Planning Options for Larger Estates
Special Needs Trust: Is it right for me?
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Lauren Carni2023-09-19 11:28:152023-09-19 11:28:15Special Needs Trust: Is it right for me?
WHAT HAPPENS TO MY HOME WHEN I DIE?
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Lauren Carni2023-09-13 10:20:332023-09-13 10:25:33What Happens to My Home When I Die?