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Estate PlanningID: kb-est-049

Crummey Trust

Trust that allows gifts to qualify for the annual gift tax exclusion.

Added: June 7, 2026
Applicable: US

Detailed Explanation

A Crummey Trust includes a provision (Crummey power) that gives beneficiaries a limited time to withdraw a gift made to the trust. This right to withdraw converts a future interest gift into a present interest gift, making it eligible for the annual gift tax exclusion.

Tags

#gift tax#exclusion#withdrawal rights#trust

Applicable Countries