Can a bypass trust contain clauses for staggered disbursements over decades?
The question of whether a bypass trust – also known as a credit shelter trust or a family trust – …
San Diego County
Can a bypass trust be used to provide income to a charitable remainder trust?
The interplay between bypass trusts and charitable remainder trusts (CRTs) is a sophisticated area of estate planning, often employed by …
Can a bypass trust be used to fund small business grants for heirs?
The question of whether a bypass trust – also known as a credit shelter trust – can be used to …
Can a bypass trust be used in conjunction with a revocable living trust?
The short answer is a resounding yes, and in fact, this is a very common and strategically advantageous estate planning …
Can a bypass trust be structured to fund a donor-advised fund upon termination?
The question of whether a bypass trust can be structured to fund a donor-advised fund (DAF) upon termination is a …
Can a bypass trust be linked to a legacy storytelling initiative?
The concept of preserving wealth isn’t simply about accumulating assets; it’s deeply intertwined with preserving values, memories, and the stories …
Can a bypass trust be established by unmarried partners?
The question of whether unmarried partners can establish a bypass trust is a complex one, rooted in estate planning law …