Can a bypass trust help reduce estate taxes for married couples?
The question of minimizing estate taxes is paramount for many married couples planning for the future, and a bypass trust …
Point Loma Estate Planning Law
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is a complex one, deeply …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust, also known as an “A-B trust” or a “QTIP trust” (Qualified Terminable Interest …
Can a bypass trust distribute assets in unequal portions among heirs?
The question of whether a bypass trust can distribute assets in unequal portions among heirs is a common one for …
Can a bypass trust delay distributions based on market conditions?
The concept of a bypass trust, also known as a credit shelter trust or an A-B trust (though less common …