Can a bypass trust reduce the size of my taxable estate?
The question of minimizing estate taxes is paramount for many high-net-worth individuals, and a bypass trust – also known as …
Point Loma Estate Planning Law
Can a bypass trust provide monthly allowances instead of lump sums?
The question of whether a bypass trust – also known as a marital trust or an A-B trust, though less …
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 can shield assets from creditors is complex, demanding a nuanced understanding of trust …
Can a bypass trust pay for non-academic enrichment programs?
The question of whether a bypass trust can fund non-academic enrichment programs is a common one for beneficiaries and trustees …