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Glossary · trusts

Bypass trust (credit-shelter trust)

Also called: credit-shelter trust, A/B trust

In plain English

A trust funded at the first spouse's death with an amount up to the estate-tax exemption, bypassing the surviving spouse's estate.

Historically critical for married couples to use both spouses' exemptions. Since portability now lets a surviving spouse inherit unused exemption directly, bypass trusts are used less for pure tax reasons — but still useful for creditor protection, remarriage protection, and generation-skipping goals.

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Educational information only. Mister AMS is not a law firm and does not give legal, tax, or financial advice. For your situation, consult a licensed professional admitted in your state.