[WSBAPT] by-pass trust

Josh Grant jgrant at accima.com
Fri Apr 3 11:25:41 PDT 2020


Client couple w/  $3,000,000 estate.
They want  to have each’s will put their community 1/2 in a trust with interest only to the spouse.  No right to invade principle.They also want to have SS be trustee for him or herself.
Will that work as a marital deduction trust, even though trustee for themselves because no right to invade Principle?
THanks.
Josh

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200403/2ee851b9/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: advocates[1].png
Type: image/png
Size: 7674 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200403/2ee851b9/advocates1.png>


More information about the WSBAPT mailing list