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Credit Shelter Trust
Last discussed Nov 4, 2026
Also known as a bypass trust, this is an estate planning trust that shelters assets from the surviving spouse's estate while still allowing that spouse to benefit from them.
Recently discussed in
Key Rules And Pitfalls To Execute Qualified Disclaimers Successfully, With Dave Haughton
David Haughton · Nov 4, 2026
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DH
David Haughton
mentioned
Used for: Spousal estate tax planning via disclaimer
Praised: The surviving spouse can remain a beneficiary while the assets stay outside t...
"They could make a disclaimer from themselves individually or from a marital trust into what's called the credit shelter trust that they are technically still a beneficiary of, but is outside of their estate. And that is a very important planning i..."
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