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 …
Point Loma Estate Planning Law
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 …
Can a bypass trust include funding for elder care facilities?
The question of whether a bypass trust can include funding for elder care facilities is a common one for estate …
Can a bypass trust include an inflation-adjustment clause for distributions?
The question of whether a bypass trust, also known as a credit shelter trust, can include an inflation-adjustment clause for …
Can a bypass trust include a biometric trigger for health emergency disbursements?
The concept of a bypass trust, also known as a “see-through trust,” is a vital estate planning tool frequently employed …