WealthCounsel: Marital Share Funding Options: Proper Use of Disclaimers (December 9, 2022)

WealthCounsel has published an article, “Marital Share Funding Options: Proper Use of Disclaimers”, which discusses the use of disclaimers when planning for ways to provide for a married client’s surviving spouse. The article begins as follows:

There are many ways to provide for a married client’s surviving spouse after the client’s death. This type of estate planning is often referred to as marital share funding. Spouses may use various marital share funding options in either will- or trust-based estate plans. If using a trust-based plan, their goal may include estate tax planning, probate avoidance, and incapacity planning. Depending on the trust agreement, disclaimers can be used when planning for estate taxes and other situations relevant to married clients. 

Click here to read the full article: “Marital Share Funding Options: Proper Use of Disclaimers”

Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.

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