Kristin N. Matsko, David Riedel, & Kathryn S. Windsor (Adler Pollock & Sheehan P.C.) : Don’t Count Out the Bypass Trust (February 1, 2022)

Kristin N. Matsko, David Riedel, and Kathryn S. Windsor, of Adler Pollock and Sheehan P.C., have made available for download their article, “Don’t Count Out the Bypass Trust”, published in JDSUPRA. The abstract is as follows:

To paraphrase Mark Twain, the reported demise of the bypass trust may be greatly exaggerated. In fact, this estate planning technique is still a viable option for many individuals and may actually stage a “revival” in future years.

Click here to view Kristin N. Matsko, David Riedel, & Kathryn S. Windsor’s summary of “Don’t Count Out the Bypass Trust”.

Posted by Isabella King, Associate Editor, Wealth Strategies Journal.