Skip navigation

Tips From the Pros: Re-thinking Trusteeship and Flexibility for Spousal Trusts

John M. Janiga, Louis S. Harrison and Beth L. Fox explain how 2022 is a pivot point to re-think how to add flexibility to a spousal trust.

With the increased proliferation of spousal trusts in both lifetime and testamentary planning, 2022 provides a pivot point to re-think how we add flexibility to these trusts, while preserving their most important elements. In particular, with spousal lifetime access trusts, of which spousal insurance trusts are a subspecies, marital trusts (all of which should be qualified terminable interest property (QTIP) trusts in 2022 and going forward) and credit shelter trusts (structured as QTIP

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.

If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.

Questions about your account or how to access content?

Contact: [email protected]

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.