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A-B Marital Trusts (Bypass Trusts)

An A-B Marital Trust, also known as a Bypass Trust, is an estate planning tool designed for married couples to maximize estate tax savings while providing for the surviving spouse and heirs. This trust structure allows assets to be divided into two parts — an A Trust (Survivor's Trust) and a B Trust (Bypass Trust).

Key Features of A-B Marital Trusts

Benefits of A-B Marital Trusts

Is an A-B Marital Trust Right for You?

A-B Marital Trusts are particularly suitable for couples with substantial assets who want to maximize estate tax savings and ensure financial security for the surviving spouse and heirs. However, setting up such a trust requires careful consideration and consultation with a legal professional to determine the best strategy for your specific situation.

Choose Us for Your A-B Marital Trust

Our experienced legal professionals are adept in creating customized A-B Marital Trusts that align with your estate planning goals. Whether you're looking to minimize estate taxes, provide for your spouse and heirs, or ensure controlled wealth transfer, we provide legal expertise that ensures your trust is well-structured and legally sound. A-B Marital Trusts (Bypass Trusts)">Contact us today to discuss your estate planning requirements and explore how we can assist you in achieving your financial and legacy goals.

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