[WSBAPT] TEDRA agreement for no credit shelter trust

Genissa Richardson genissa at truenorthlegalservices.com
Mon Jan 5 11:20:52 PST 2026


So the Will isn't worded in such a way that funding the bypass trust is
optional in a case like this where it isn't needed? That's unusual.
*Genissa Richardson, Attorney at Law*
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On Sat, Jan 3, 2026 at 1:59 PM Anna Van Pelt <anna at vanpeltlegal.com> wrote:

> Happy New Year!
>
>
>
> Anyone have a template they could share for a NJSA to skip a bypass trust?
> RLT created when the exemption was lower, spouse passed just before it went
> up to $3 million, and now it would serve no purpose. Surviving spouse and
> all their kids are in agreement.
>
>
>
> Thanks,
>
> Anna
>
>
>
> Van Pelt Law
>
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