§ 28:4. Two-grantor RMTA for married person without children—After death of first grantor to die, trust estate divided into spouse's, marital, and bypass funds—Marital and bypass funds in trust—Bypass trust for sole benefit of surviving spouse—Bypass trust terminates after death of surviving spouse by distribution to beneficiaries (subject to contingent trust for underage person)—Surviving spouse possesses power of appointment over bypass trust—Pour-over will | Secondary Sources | Westlaw

§ 28:4. Two-grantor RMTA for married person without children—After death of first grantor to die, trust estate divided into spouse's, marital, and bypass funds—Marital and bypass funds in trust—Bypass trust for sole benefit of surviving spouse—Bypass trust terminates after death of surviving spouse by distribution to beneficiaries (subject to contingent trust for underage person)—Surviving spouse possesses power of appointment over bypass trust—Pour-over will | Secondary Sources | Westlaw

View on Westlaw or start a FREE TRIAL today, § 28:4. Two-grantor RMTA for married person without children—After death of first grantor to die, trust estate divided into spouse's, marital, and bypass funds—Marital and bypass funds in trust—Bypass trust for sole benefit of surviving spouse—Bypass trust terminates after death of surviving spouse by distribution to beneficiaries (subject to contingent trust for underage person)—Surviving spouse possesses power of appointment over bypass trust—Pour-over will, Legal Forms
11D West's Tex. Forms, Estate Planning § 28:4 (4th ed.)
West's Texas Forms
|
May 2023 Update
Estate Planning
Donald J. Malouf, Henry J. Lischer, Jr., Alex E. Nakos
Part VIII. Revocable Inter Vivos Management Trusts for Taxable Estates
Chapter 28. Revocable Management Trusts for Married Persons Without Children and with Taxable Estates
II. Forms
§ 28:4. Two-grantor RMTA for married person without children—After death of first grantor to die, trust estate divided into spouse's, marital, and bypass funds—Marital and bypass funds in trust—Bypass trust for sole benefit of surviving spouse—Bypass trust terminates after death of surviving spouse by distribution to beneficiaries (subject to contingent trust for underage person)—Surviving spouse possesses power of appointment over bypass trust—Pour-over will
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