Can a bypass trust include accessibility accommodations for heirs with disabilities?
The question of whether a bypass trust can include accessibility accommodations for heirs with disabilities is not simply a yes …
Can a bypass trust hold real estate?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can hold …
Can a bypass trust help shield wealth from future legislative tax changes?
The question of shielding wealth from future legislative tax changes is paramount for many high-net-worth individuals and families in San …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Can a bypass trust fund be held in a separate trust account?
The question of whether a bypass trust fund can – and should – be held in a separate trust account …
Can a bypass trust distribute income to multiple generations?
The question of whether a bypass trust—also known as a generation-skipping trust—can distribute income to multiple generations is a core …
Can a bypass trust distribute assets in unequal portions among heirs?
The question of whether a bypass trust, also known as a B-Trust, can distribute assets in unequal portions among heirs …
Can a bypass trust make loans instead of outright distributions?
The question of whether a bypass trust – also known as a Grantor Retained Income Trust (GRIT) – can make …
Can a bypass trust include resources for digital literacy training?
The concept of a bypass trust, also known as a generation-skipping trust, is a powerful estate planning tool designed to …
Can a bypass trust include funding for fertility treatments or adoption?
The question of whether a bypass trust – also known as an A-B trust or a QTIP trust – can …