Related Definitions
What is An A-B Trust?
A type of trust created by married couples to minimize estate taxes by splitting the estate into two upon the death of the first spouse.
A type of trust commonly used by married couples to minimize estate taxes and ensure the efficient transfer of wealth to heirs. Upon the death of the first spouse, the trust is split into two parts: the “A” trust (also called the survivor’s trust) remains revocable and under the control of the surviving spouse, while the “B” trust (bypass or credit shelter trust) becomes irrevocable and holds the deceased spouse’s assets, helping to preserve estate tax exemptions.
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Related Articles
Insights and advice on trust and probate estate litigation from our blog.
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- 18 min read
- Published on
Key Takeaways Introduction It happens far too often that a wealthy family that has always been close and harmonious runs into conflict because of [...]
Key Takeaways Introduction It happens far too often that a wealthy family that has always been close and harmonious runs into conflict because of […]
- Trust & Will Contests
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Key Takeaways Introduction A no-contest clause is a legal mechanism used to protect trusts and wills against frivolous or unwarranted disputes. In many estate [...]
Key Takeaways Introduction A no-contest clause is a legal mechanism used to protect trusts and wills against frivolous or unwarranted disputes. In many estate […]
- Inheritance Disputes
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Key Takeaways Introduction Unfortunately, the process of having to sort through an inheritance often brings out the worst in people. As if losing a [...]
Key Takeaways Introduction Unfortunately, the process of having to sort through an inheritance often brings out the worst in people. As if losing a […]
- Probate Litigation
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Key Takeaways Introduction One of the most frustrating aspects for families navigating probate is that every probate case is different, and it can be [...]
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- Trust Litigation
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Key Takeaways Introduction Narcissists thrive off of manipulation and control, often seeking power for themselves, which can create a terrible formula when you introduce [...]
Key Takeaways Introduction Narcissists thrive off of manipulation and control, often seeking power for themselves, which can create a terrible formula when you introduce […]
- News
- 2 min read
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Scott Rahn was featured in USA TODAY in an article examining the rising legal costs and disputes associated with inheritances. As the largest intergenerational [...]
Scott Rahn was featured in USA TODAY in an article examining the rising legal costs and disputes associated with inheritances. As the largest intergenerational […]
- News
- 2 min read
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Scott Rahn was recently quoted in CNBC in an article examining the growing trend of “givers’ regret” among high net worth individuals and families. [...]
Scott Rahn was recently quoted in CNBC in an article examining the growing trend of “givers’ regret” among high net worth individuals and families. […]
- Trust Contests
- 17 min read
- Published on
Key Takeaways Introduction A trust contest is a legal challenge to the validity of a trust, but it is likely to be unsuccessful unless [...]
Key Takeaways Introduction A trust contest is a legal challenge to the validity of a trust, but it is likely to be unsuccessful unless […]
- Conservatorships
- 22 min read
- Published on
Key Takeaways Introduction When you have a family member who is no longer functioning at their full mental capacity or is unable to make [...]
Key Takeaways Introduction When you have a family member who is no longer functioning at their full mental capacity or is unable to make […]
- Trust Administration
- 18 min read
- Published on
Key Takeaways Introduction A trust protector is a third-party individual who is given expanded powers over the management of a trust by the trust’s [...]
Key Takeaways Introduction A trust protector is a third-party individual who is given expanded powers over the management of a trust by the trust’s […]
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Trust and estate litigation law firm RMO LLP announced that Tara R. Burd has joined the firm as a Partner and will serve as [...]
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- News
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Trust and estate litigation law firm RMO LLP announced that it has elevated attorney Matthew A. Bourque to Partner, where he will serve as [...]
Trust and estate litigation law firm RMO LLP announced that it has elevated attorney Matthew A. Bourque to Partner, where he will serve as […]