[WSBAPT] TEDRA agreement for no credit shelter trust

[Rebecca Gandy]

Hi Anna,

I would love to see any templates you can pass on. I have clients affected
both ways and would like to prevent this issue for them .
Thank you,
Rebecca

Rebecca Gandy, Attorney at Law
Admitted in Oregon and Washington
Gandy Legal Services, LLC.
110 E. Historic Columbia River Hwy, Troutdale
P.O. Box 487, Corbett OR 97019 (mailing)
rebgandy at gmail.com
(971) 394-9237


On Mon, Jan 5, 2026 at 11:35 AM Anna Van Pelt <anna at vanpeltlegal.com> wrote:

> 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
>
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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>
> 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
>
> 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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