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Exemption Trust
Exemption Trust
Image 1 A trust whose purpose is to drastically reduce or eliminate federal estate taxes for a married couple's estate. This type of estate plan sets up an irrevocable trust that will hold the assets of the first spouse to die.
Image 2 The amount will not be taxed for federal estate tax purposes when the second spouse dies.


Estate Tax

Irrevocable Trust

Trust

Unit Trust