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How a QTIP Trust Protects Assets and Utilizes the Unlimited Marital Deduction

In this video, Mike Menninger of Houck Menninger Law, LLC, explains how a QTIP trust (Qualified Terminable Interest Property trust) can be a valuable tool for estate planning, particularly in blended families.

Mike shares:

"The unlimited marital deduction allows assets left to a spouse at death to be exempt from estate taxes. However, there may be concerns about how those assets are used after your passing, especially in blended family situations. A QTIP trust lets you structure the transfer of assets to your spouse, ensuring they qualify for the marital deduction while maintaining control over how those assets are ultimately distributed."
This insightful video covers how QTIP trusts can balance tax benefits with protecting family interests, making them a key strategy in estate planning.