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 …
Point Loma Estate Planning Law
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 …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of structuring a bypass trust to avoid foreign reporting requirements is complex and depends heavily on the specifics …
Can a bypass trust be funded through a pour-over will?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …