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Point Loma Estate Planning Law

Can a bypass trust contain clauses for staggered disbursements over decades?

May 8, 2025 by admin

The question of whether a bypass trust—also known as a “B” trust—can contain clauses for staggered disbursements over decades is …

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Can a bypass trust be used to provide income to a charitable remainder trust?

May 8, 2025 by admin

The interplay between bypass trusts and charitable remainder trusts (CRTs) represents a sophisticated estate planning technique, allowing for both significant …

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Can a bypass trust be used to hold foreign real estate?

May 8, 2025 by admin

The question of whether a bypass trust – also known as a credit shelter trust – can hold foreign real …

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Can a bypass trust be used in states with no estate tax?

May 8, 2025 by admin

The concept of a bypass trust, also known as an AB trust or credit shelter trust, often evokes images of …

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Can a bypass trust be terminated by court petition if obsolete?

May 8, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust—can be terminated by court petition if it’s …

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Can a bypass trust be set up to fund apprenticeships and trades?

May 8, 2025 by admin

The question of whether a bypass trust can be strategically employed to fund apprenticeships and trades is gaining traction as …

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Recent Posts

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