Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
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Can a Business be placed into an irrevocable trust?
The question of whether a business can be placed into an irrevocable trust is a common one for business owners …
Are you experienced in planning for multiple generations simultaneously?
The question of whether an estate planning attorney can effectively plan for multiple generations simultaneously isn’t just about legal expertise; …
Are there rules around including funeral expense coverage in my estate plan?
Planning for the inevitable is a crucial part of responsible estate planning, and that includes considering the financial burden of …
Are there options to allow flexibility in distribution without giving up control?
Estate planning, at its core, is about ensuring your assets are distributed according to your wishes, but it’s rarely a …
Are testamentary trusts valid under common law marriage jurisdictions?
Testamentary trusts, created within a will and taking effect upon death, are generally valid legal instruments across most jurisdictions, including …
Can a bypass trust be used to support a surviving spouse while preserving assets for children?
The question of balancing spousal support with the long-term financial security of children is a common one for Ted Cook, …
Can a bypass trust be used to make lifetime gifts to grandchildren?
The question of utilizing a bypass trust – also known as an exemption trust – for lifetime gifts to grandchildren …
Can a bypass trust be used to cover IVF treatments?
The question of whether a bypass trust can be used to cover In Vitro Fertilization (IVF) treatments is a complex …
Can a bypass trust be tied to a family governance agreement?
The intersection of bypass trusts and family governance agreements is a sophisticated area of estate planning, increasingly popular among high-net-worth …