What is a bypass trust?
Quick Answer
A bypass trust (also called a credit shelter trust or B trust) shelters the deceased spouse's estate tax exemption — currently $13.99M in 2025 — by placing assets in trust for the survivor rather than passing them outright to the survivor.
Warren Team
Updated December 7, 2025
36
Warren Team
Updated December 7, 2025
36
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The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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