The National Association of Tax Professionals

The National Association of Tax Professionals

Bypass Trusts

  • Topic(s): Estates, Gifts & Trusts
  • Presenter(s): Bonnie DeSimone EA
  • Session#: 931-10
  • Session Length: 100 minutes
  • Program: 2011 National Conference
  • Date: Aug 15, 2011
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Bypass Trusts - Details:

Many living trusts contain a subtrust, sometimes called a bypass trust, which must be administered when a spouse dies. This seminar discusses the preparation of this type of trust return, as well as which types of assets are best suited for funding these trusts. If you ever prepare trust returns, you need to understand bypass trusts. Regardless of what happens to estate taxes, we will need to understand this topic for years to come.

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