Estate Split

Estate Split

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Estate Split

Estate Split definition:  An estate split ignores the marital deduction available to surviving spouses to inherit all assets free of estate taxes. Instead of joint ownership between spouses, tentants in common splits the estate in half and allows each spouse to pass assets to their heirs or a trust using separate gift and estate tax unified credit exemption amounts (i.e. double the amount allowed to one person).

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