Can a bypass trust continue to generate income after the spouse’s death?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, can continue …
San Diego County
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a nuanced one, deeply rooted in …
Can a bypass trust be used to preserve the estate tax exemption?
The estate tax, while impacting a relatively small percentage of estates—approximately 0.05% according to recent IRS data—remains a significant concern …
Can a bypass trust be used to establish a family endowment fund?
The question of whether a bypass trust – also known as a credit shelter trust – can be effectively utilized …
Can a bypass trust be tied to a family governance agreement?
The intersection of bypass trusts and family governance agreements represents a sophisticated approach to estate planning and wealth preservation, particularly …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of structuring a bypass trust to sidestep foreign reporting requirements is complex, and the answer isn’t a simple …
Can a bypass trust be funded with employee stock options?
The question of whether a bypass trust – a powerful estate planning tool designed to minimize estate taxes – can …