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What are the beneficial rights of the surviving spouse to the bypass Trust (B Trust)?

April 26, 2017Beneficial bypass Rights spouse Trust

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What are the beneficial rights of the surviving spouse to the bypass Trust (B Trust)?

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The surviving spouse has the right to all of the income from the bypass trust, plus such portions of the principal as are needed to provide for the surviving spouses health, education, support and maintenance, plus 5% or $5,000 of the principal each year the trust is in operation.