Can a bypass trust provide for the upkeep of family burial plots?
The question of whether a bypass trust—also known as a credit shelter trust—can provide for the upkeep of family burial …
Can a bypass trust protect assets from creditors?
The question of whether a bypass trust – also known as a marital trust or an A-B trust – can …
Can a bypass trust pay for long-term disability expenses?
The question of whether a bypass trust can cover long-term disability expenses is a complex one, deeply intertwined with the …
Can a bypass trust own shares in an S corporation?
The question of whether a bypass trust can own shares in an S corporation is a complex one, demanding a …
Can a bypass trust offset taxes owed by the surviving spouse?
Estate planning, particularly concerning the transfer of wealth, is a complex field, and the use of bypass trusts – also …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust—also known as a “B” trust or a QTIP trust—can make joint disbursements to …
Can a bypass trust include future-facing clauses based on social trends?
The concept of a bypass trust, also known as a credit shelter trust, is a cornerstone of estate planning, designed …
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust—also known as a credit shelter trust—can offset tax on inherited annuities is complex …
Can a bypass trust make joint disbursements to married beneficiaries?
The question of whether a bypass trust – also known as a “QTIP” or Qualified Terminable Interest Property Trust – …
Can a bypass trust include policies on AI or algorithmic investment decisions?
The question of whether a bypass trust – a specialized type of trust often used in estate planning to maximize …