A/B Trust

A/B Trust

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: A/B Trust

A/B Trust definition:  An A/B trust consists of two trusts — an A trust and B trust.  The A/B trust’s purpose is to allow both spouses to transfer assets to heirs tax-free up to personal exemption amounts on estate and gift taxes (doubling the amount of exemption).  See A-trust and B-trust definitions for more information.

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