Grantor and A-B Trusts Explained
What are the Benefits of an A-B Grantor Trust?
Brady Ware’s director of estates, gifts and trusts, Mark Kassens, reviews where things stand while also summarizing each during this eight-part video series.
Setting up a Grantor A-B trust, also known as a marital trust or bypass trust, offers several key benefits for married couples, particularly those concerned about estate taxes and asset protection. Here are some of the main advantages.
- Maximize Estate Tax Exemptions
- Protect Assets from Creditors and Future Spouses
- Flexibility and Estate Planning Options
Important Considerations:
- Trust setup and complexity
- Potential tax implications
Overall, a Grantor A-B trust is a powerful estate planning tool for married couples seeking to maximize tax benefits, protect assets, and retain control over their wealth distribution.
This video, the second in the series, explains the benefits of an A-B Grantor Trust.
Video 2
Having a trust for your estate can help you avoid probate, ensure a smooth transfer of assets, maintain privacy, and potentially reduce costs. Trusts also provide control, flexibility, and protection of assets, and they allow you to dictate how your assets are managed, distributed, and protected for the benefit of your beneficiaries. So what kind of trust is right for you?
Check out other articles in this series:
Questions?
Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.