Spousal Access Trusts

A spousal access trust is an excellent way to reduce your spouse and children’s exposure to estate taxes after your death. By giving the beneficiary access to the trust in life, the donor assures that when he or she dies, the benefactor can take advantage of a gift tax exclusion and can potential minimize the amount of estate taxes they will have to pay. Furthermore, the donor can still manage and maintain access to the funds within the trust while her or she is still alive. This process however is delicate and requires one to have a complete and full understanding of the law. It is for that reason, that if you are interested in creating a Spousal Access Trust that you contact a qualified legal attorney as soon as possible.

At Clausen & Centrich PLLC, we are dedicated to guiding our clients through the complicated process of creating, managing, and executing a spousal access trust. With over 90 years of combined legal experience, our veteran attorneys are ready and able to help you protect your families or chosen benefactors from estate taxes. Our experienced attorneys have worked in both small and large law firms and understand the importance of meeting or even exceeding our clients legal, financial, business, and personal needs.