Bypass Trust

In this subscriber drafting webinar, we will review the types of trusts that can be created for a surviving spouse, including trusts that qualify for the marital deduction (and therefore the step-up in basis at the survivor’s death),…

With the amount of the federal estate tax exemption likely to drop to a lower, but as yet unknown, amount, more clients may be subject to estate taxation. This may mean that a bypass trust is the best plan for more clients, but when the…

In this webinar, we will look at the Tax Planning screen in greater detail, and examine how the questions asked there relate to provisions in the final document.