Failure To Divide Estate Into Marital And Nonmarital Trust–What Happens At Death Of Surviving Spouse

Upon the death of wife, wife’s assets were supposed to be divided into two marital deduction trusts and a bypass family trust. An estate tax return was filed, and an estate tax deduction was taken for the transfer that was supposed to be made to the...
By: Charles (Chuck) Rubin

Charles (Chuck) Rubin