Bypass Trust
Couple Bypass Trust
Package: Includes Trust, Pourover Will, Financial Power of Attorney and Advance Health Care Directive for each party.
Any desired supplemental work, such as an attorney opinion letter, is done at our hourly rate of $375.
- Provides incapacity planning for each party and inter vivos (valid during lifetime) guardianship arrangements for minor children in case of the parent(s) incapacity
- Minimizes or eliminates federal estate tax
- Allows use of both husband’s and wife’s exemptions from federal estate tax
- Establishes QTIP, Special Needs, Testamentary Minors’ or other “add-on” trusts
- Avoids probate
- Can provide lifetime support of the surviving spouse