Can You Lose Your $3,500,000 Tax Shelter?

Yes, a married couple can lose one of their tax shelters. The first spouse to die must have already set up a special complex trust in order to take advantage of the $3,500,000 tax shelter. If the first spouse dies without using the tax shelter, the first spouse "loses" it. Without a complex trust, the married couple can lose one of their $3.5 million tax shelters.


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