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Credit Shelter Trusts

Credit Shelter Trusts

This topic is a segment of the Anatomy of a Trust CLE program of April 2017. Additional segments of the program can be found at the bottom of this page.

0.5 MCLE Credit in Skills

Topics to be Covered Include

> Permissible Terms of Credit Shelter Trust

> Powers of Appointment

> Disclaimer Funding of Credit Shelter Trust

> Sample Will with Marital and Credit Shelter Trusts

> Defining the Credit Shelter Trust- Federal or NYS Exemption

> Pecuniary v. Fractional Funding


Avi Z. Kestenbaum, Esq. | Meltzer, Lippe, Goldstein & Breitstone, LLP

Non-Member Price: $122.50
  • Online On-Demand
Product Code:
  • VEP84_05
Skills Credit(s):
  • 0.5
Total Credit(s):
  • 0.5