Hypothetical tax question

[FlyingScot]

Originally Posted by Sue Doe-Nym

We have gone the trust route, but the dialogue that runs through my mind involves “what ifs “ and which route would be better?

Having just been chastised, correctly, for my glibness, I will be more careful. But...

In certain trust situations, there is no step up at death. (In plain English--in these situations the Trust owns the house and the Trust is still "living", so...) You should ask your professional about this to see if it applies to your trust