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[quote=Anonymous][quote=Anonymous]

My husband’s sister is mostly talking with the attorney named as executor of the Will.  She keeps telling us that no one gets money until their mother dies.    I told her that was inaccurate and that the family trusts will be funded with the assets that didn’t go into the marital trust and should be available once funded.   Am I wrong?   [/quote]

Have you read the trust documents and do you understand them?  Without that info, it's hard to say.  The people I've worked with who set up bypass trusts did so as a last-to-die arrangement, where the real purpose of the Bypass trust comes into play after the second spouse passes away.  No assets got passed to beneficiaries until the second spouse died.

It's possible that there are other trusts that were set up to share assets after the father died, but that's far less common arrangement vs doing so after both spouses die.  I'm unclear why you would assume there's money on the table now unless you've read the trusts and have evidence to the contrary.[/quote]

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