Can a bypass trust continue if the surviving spouse becomes incapacitated?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can continue …
Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is complex, deeply rooted in the nuances …
Can a bypass trust be used to provide for stepchildren?
The question of whether a bypass trust can be effectively used to provide for stepchildren is a common one, particularly …
Can a bypass trust be used to fund post-divorce spousal obligations?
The question of whether a bypass trust can be effectively utilized to fund post-divorce spousal obligations—like alimony or spousal support—is …
Can a bypass trust be transitioned into a donor-advised fund upon termination?
The question of transitioning a bypass trust into a donor-advised fund (DAF) upon termination is a complex one, steeped in …
Can a bypass trust be structured as a dynasty trust?
The intersection of bypass trusts and dynasty trusts presents a sophisticated estate planning strategy, and the answer is generally yes, …
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, can be funded through a pour-over …
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 …
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 …