Can the bypass trust support heirs pursuing entrepreneurial ventures?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Point Loma Estate Planning Law
Can the trust be used for therapeutic art installations or equipment?
Absolutely, a trust can be thoughtfully designed to fund therapeutic art installations or specialized equipment, offering a unique avenue for …
Can I penalize non-compliance with educational reporting requirements?
Educational reporting requirements, mandated by federal and state laws like the Family Educational Rights and Privacy Act (FERPA) and those …
Do I report my trust on my personal tax return?
The question of whether you report a trust on your personal tax return is surprisingly complex, and the answer isn’t …
Can a special needs trust fund content creation for awareness campaigns?
The question of whether a Special Needs Trust (SNT) can fund content creation for awareness campaigns is complex, requiring careful …
Can a bypass trust fund only post-secondary education?
Bypass trusts, also known as “see-through” trusts, are powerful estate planning tools often utilized by Ted Cook, a Trust Attorney …
Can a bypass trust fund be held in a separate trust account?
The question of whether a bypass trust—also known as a quarantine trust—fund can be held in a separate trust account …
Can a bypass trust distribute only income and retain principal permanently?
The concept of a bypass trust, also known as a Grantor Retained Income Trust (GRIT), is a powerful estate planning …
Can a bypass trust distribute assets to adopted children?
The question of whether a bypass trust can distribute assets to adopted children is a nuanced one, heavily dependent on …
Can a bypass trust delay distributions until grandchildren reach adulthood?
The question of delaying distributions to grandchildren until they reach adulthood is a common concern for estate planning, and bypass …