§ 26:33. Summary of estate plan—One-grantor RMTA for married person with children—Provision—After death of grantor, trust estate divided into spouse's, marital, and bypass funds—Bypass fund passes to bypass trust for sole benefit surviving spouse and children—Bypass trust terminates after death of surviving spouse by distribution to sprinkling family trust for children if any underage child, sprinkling family trust terminates by distribution to children's trusts—Surviving spouse possesses power of appointment over bypass trust | Secondary Sources | Westlaw

§ 26:33. Summary of estate plan—One-grantor RMTA for married person with children—Provision—After death of grantor, trust estate divided into spouse's, marital, and bypass funds—Bypass fund passes to bypass trust for sole benefit surviving spouse and children—Bypass trust terminates after death of surviving spouse by distribution to sprinkling family trust for children if any underage child, sprinkling family trust terminates by distribution to children's trusts—Surviving spouse possesses power of appointment over bypass trust | Secondary Sources | Westlaw

View on Westlaw or start a FREE TRIAL today, § 26:33. Summary of estate plan—One-grantor RMTA for married person with children—Provision—After death of grantor, trust estate divided into spouse's, marital, and bypass funds—Bypass fund passes to bypass trust for sole benefit surviving spouse and children—Bypass trust terminates after death of surviving spouse by distribution to sprinkling family trust for children if any underage child, sprinkling family trust terminates by distribution to children's trusts—Surviving spouse possesses power of appointment over bypass trust, Legal Forms
11C West's Tex. Forms, Estate Planning § 26:33 (4th ed.)
West's Texas Forms
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May 2024 Update
Estate Planning
Donald J. Malouf, Henry J. Lischer, Jr., Alex E. Nakos
Part VIII. Revocable Inter Vivos Management Trusts for Taxable Estates
Chapter 26. One-Grantor RMTAs for Married Person with Children and Either (1) Each Separate Estate Is Not Expected to Be Subject to Federal Estate Tax, but the Combined Total of the Two Estates Is Expected to Be Subject to Tax or (2) Each Separate Estate Is Expected to Be Subject to Federal Estate Tax
II. Forms
C. Bypass Trust Terminates After Death of Surviving Spouse by Distribution to Sprinkling Family Trust for Underage Children—Sprinkling Family Trust Terminates by Distribution to Children's Trust
4. Summary of Estate Plans
§ 26:33. Summary of estate plan—One-grantor RMTA for married person with children—Provision—After death of grantor, trust estate divided into spouse's, marital, and bypass funds—Bypass fund passes to bypass trust for sole benefit surviving spouse and children—Bypass trust terminates after death of surviving spouse by distribution to sprinkling family trust for children if any underage child, sprinkling family trust terminates by distribution to children's trusts—Surviving spouse possesses power of appointment over bypass trust