Can a bypass trust purchase and manage a life insurance policy on the spouse?
The question of whether a bypass trust—also known as a marital trust designed to maximize the use of estate tax …
Point Loma Estate Planning Law
Can a bypass trust provide funding to digitize family photos and records?
The question of whether a bypass trust can fund the digitization of family photos and records is a surprisingly common …
Can a bypass trust protect inherited assets in the event of divorce?
The question of asset protection during divorce is a significant concern for many, and bypass trusts, also known as “see-through” …
Can a bypass trust pay for private school or college?
The question of whether a bypass trust can cover educational expenses like private school or college is a frequent one …
Can a bypass trust own timeshare interests?
The question of whether a bypass trust can own timeshare interests is surprisingly complex and requires careful consideration of both …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust—also known as a credit shelter trust or a B-trust—can operate under the laws …