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On the death of the Grantor and if the Grantor s executor elects to treat probate assets as a qualified domestic trust Trustee shall pay from the remaining principal of the Trust any federal estate taxes due on a distribution made to the Grantor s spouse during his/her life from the principal of Trust ceases to qualify as a qualified domestic trust the Trustee shall pay from the remaining principal of the trust without seeking reimbursement recovery or contribution from any person any estate or ...

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Why use a Qdot trust?

A qualified domestic trust (QDOT) is a special kind of trust that allows taxpayers who survive a deceased spouse to take the marital deduction on estate taxes, even if the surviving spouse is not a U.S. citizen.

Is a bypass trust the same as a QTIP?

Upon the first spouses death, the assets in the trust divide into three separate trusts, namely: the Survivors Trust, the Bypass Trust and the QTIP Trust. The Bypass Trust will generally hold the deceased spouses assets which equal the available exclusion amount; the QTIP Trust will hold the balance of the

Why would someone set up a QTIP trust?

This type of trust allows the grantor to set aside assets for a surviving spouse while still having control over what happens to those assets once they pass away. A QTIP trust can offer financial reassurance if youre concerned about what would happen to your spouse after youre gone.

What is an example of a Qdot trust?

What Is an Example of a QDOT Trust? For example, if the tax bill on your estate amounts to $15 million upon your death, a QDOT prevents that $15 million from immediately going to the government when your estate tax return is filed.

What is the primary reason to use a QTIP trust?

Key Takeaways. A qualified terminable interest property (QTIP) trust allows an individual, called the grantor, to leave assets for a surviving spouse and determine how the trusts assets are split up after the surviving spouse dies.

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