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Trying to fund a bypass trust can be problematic if clients only have a residence and a large retirement plan as their major assets.
On the surface,...
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THE Historic Places Trust is supporting Puketapu pleas to divert the $12.5 million Bell Block bypass to protect a unique archaeological site.
We know very little about the wharenui and the trust is extremely interested in preserving it," senior archaeologist Rick McGovern-Wilson said yesterday.
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THE fate of the Bell Block Bypass remains undecided while the Historic Places Trust reviews a preliminary report of an historic Maori fortification.
The trust, which had earlier approved the bypass, has the power to divert the route to protect the unique site.
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... instance, the amount that passes into a Bypass Trust or Exempt Trust is measured by reference to ...
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Thanks to Congress's failure to act to fix the estate tax by the end of 2009, your estate plan may have a serious problem. If your estate plan divides your assets by use of a formula that refers to the estate tax, your plan could be in trouble.
Many people have this type of plan. It goes by various names. Some call it an A-B Trust; some call it credit shelter trust planning; some refer to it as bypass trust planning. Whatever you call it, the salient feature is a word formula that directs part of the decedent's assets to a trust and part to the surviving spouse (or to a trust usually for his or her benefit).
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When you weigh a request to serve as a trustee, bear in mind that . One of the most common, a bypass trust, is also one of the trickiest to administer.
Often set up by affluent couples to avoid estate taxes, a bypass trust typically benefits a surviving spouse after the first spouse dies. After the death of the second spouse, the remainder of the trust goes to the couple's children.
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... IT MEANS FOR YOUR CURRENT WILL/REVOCABLE TRUST AND ESTATE PLAN . As we previously reported, The T.... Bypass Trust . Similar to portability, a bypass trust can...
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An ambitious plan to restore fisheries in the Penobscot River is shifting into a new phase, now that organizers have raised $25 million to buy three dams that stand in the way of salmon and other fish.
We have the money to buy the dams. This obviously puts us in a very good position," said Laura Rose Day, executive director of the Penobscot River Restoration Trust.
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...--a Survivor's Trust, a Marital Trust and a Bypass Trust when the first spouse dies, which ended up b...
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DOVER-FOXCROFT - A retired and well-respected Moosehead Lake region fishery biologist warned Tuesday the Penobscot River Restoration Trust's proposal to install a bypass channel around the Howland Dam could have some unintended and "very undesirable" consequences.
Paul Johnson, who is retired from the Department of Inland Fisheries and Wildlife, told the Piscataquis County commissioners that the proposal could allow northern pike - an invasive, non- native species that preys on soft-grade fish such as salmon, trout and suckers - to invade about 40 percent of the Piscataquis River drainage. Where pike have been introduced, they have decimated cold- water fishing, he said.