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.
Attorney Daniel A. DeBruyckere has been practicing law in New Hampshire and Massachusetts since 1998, and has helped hundreds of clients with their estate planning and elder care issues. He is very well respected in the area of estate planning, probate, trust administration, elder law issues, and business planning.