Credit shelter Flashcards
1
Q
Portability Requirements
A
-Decedent was married at the time of death
-Estate tax return is timely filed (9 months + extensions)
-Executor elects portability
Trust 1 > Credit shelter > Flashcards
Portability Requirements
-Decedent was married at the time of death
-Estate tax return is timely filed (9 months + extensions)
-Executor elects portability