[WSBAPT] TEDRA agreement for no credit shelter trust

[Anna Van Pelt]

It’s a joint living trust, and no, the attorney in Oregon (they didn’t restate after moving and before one spouse passed) didn’t leave much flexibility, unfortunately.

Thanks to those who sent a template! I appreciate not having to fully recreate the wheel!

Thanks,
Anna

Van Pelt Law
(206) 635-7250
www.vanpeltlegal.com<http://www.vanpeltlegal.com/>
Pronouns: She/Her

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Genissa Richardson
Sent: Monday, January 5, 2026 11:21 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] TEDRA agreement for no credit shelter trust

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
True North Legal Services, PLLC
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On Sat, Jan 3, 2026 at 1:59 PM Anna Van Pelt <anna at vanpeltlegal.com<mailto: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
(206) 635-7250
www.vanpeltlegal.com<http://www.vanpeltlegal.com/>
Pronouns: She/Her

CONFIDENTIALITY NOTICE:
This communication (including any attachments) is confidential and may contain legally privileged information. If you are not the intended recipient or believe that you may have received this communication in error, please delete this communication from your computer and do not retransmit, copy, print or otherwise disseminate this communication.
ATTORNEY-CLIENT RELATIONSHIP:
This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender Van Pelt Law & Mediation PLLC on behalf of the recipient of this e-mail without a written engagement agreement.

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