Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust – also known as a credit shelter trust – can co-invest with other …
Point Loma Estate Planning Law
Can a bypass trust be used to preserve the estate tax exemption?
The estate tax, while impacting a relatively small percentage of estates—currently around 0.05% according to the Tax Policy Center—remains a …
Can a bypass trust be used to fund post-divorce spousal obligations?
The question of utilizing a bypass trust to fulfill post-divorce spousal obligations—such as alimony or spousal support—is complex and requires …
Can a bypass trust be used in community property states?
The question of whether a bypass trust – also known as an A-B trust or credit shelter trust – can …
Can a bypass trust be terminated by a supermajority of beneficiaries?
The question of whether a bypass trust can be terminated by a supermajority of beneficiaries is complex and highly dependent …
Can a bypass trust be set up to support pets or animal care?
The question of providing for beloved animal companions after one’s passing is becoming increasingly common, and the answer, thankfully, is …