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 …
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 …