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Drafting Scenario: Disclaimer funded Bypass (Family) Trust Will

By InterActive Legal Last updated Mar 1, 2023

You can absolutely draft a disclaimer plan Will (or Revocable Trust, or Joint Revocable Trust) in the program.

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Drafting Scenario: Using a formula similar to a reverse pecuniary funding formula but with the charitable deduction instead of the marital deduction.

Tangible Personal Property and Trusts

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For substantive questions, we recommend seeking input from other members of the InterActive Legal community by posting your question to our Estate Planning and Elder Law Discussion Forum. That will allow you to obtain other perspectives on the best structure of the plan, and it is possible that others more familiar with your state law will be able to provide additional guidance.

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Drafting Scenario: Disclaimer funded Bypass (Family) Trust Will

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