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Can a bypass trust be funded through a pour-over will?

May 9, 2025 by admin

The question of whether a bypass trust, also known as a credit shelter trust, can be funded through a pour-over …

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Can a bypass trust co-invest with other family trusts?

May 8, 2025 by admin

The question of whether a bypass trust – also known as a credit shelter trust – can co-invest with other …

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Can a bypass trust be used to preserve the estate tax exemption?

May 8, 2025 by admin

The estate tax, while impacting a relatively small percentage of estates—currently around 0.05% according to the Tax Policy Center—remains a …

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Can a bypass trust be used to fund post-divorce spousal obligations?

May 8, 2025 by admin

The question of utilizing a bypass trust to fulfill post-divorce spousal obligations—such as alimony or spousal support—is complex and requires …

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Can a bypass trust be used in community property states?

May 8, 2025 by admin

The question of whether a bypass trust – also known as an A-B trust or credit shelter trust – can …

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Can a bypass trust be terminated by a supermajority of beneficiaries?

May 8, 2025 by admin

The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and highly dependent …

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Can a bypass trust be set up to support pets or animal care?

May 8, 2025 by admin

The question of providing for beloved animal companions after one’s passing is becoming increasingly common, and the answer, thankfully, is …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Hello, I’m Beatrice Bellweather, and welcome to “Future Proof,” where we delve into the often-overlooked world of estate planning. Today, …

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Adept Last Will and Testament

April 20, 2025 by admin

Good morning, and welcome! I’m Beatrice Bellwether, reporting for the *San Diego Sentinel*. Today, I have the pleasure of speaking …

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Fantastic Asset Protection Attorney

April 20, 2025 by admin

Good morning, and welcome to “Future Proof,” the show dedicated to securing your legacy. I’m Beatrice Bellwether, and today we’re …

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