Can a bypass trust help preserve my estate tax exemption?
The question of preserving estate tax exemption is paramount for many individuals with substantial assets. As of 2023, the federal …
Point Loma Estate Planning Law
Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is a surprisingly common one for …
Can a bypass trust fund a multi-generational trust after the surviving spouse passes?
The question of whether a bypass trust, also known as a credit shelter trust or an exemption trust, can fund …
Can a bypass trust distribute income to multiple generations?
The concept of a bypass trust, also known as a generation-skipping trust, is specifically designed to facilitate the transfer of …
Can a bypass trust distribute assets in the form of real estate instead of cash?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can a bypass trust create joint ownership structures with charitable entities?
The concept of a bypass trust, also known as a QTIP trust (Qualified Terminable Interest Property Trust), is a powerful …