Can a bypass trust be contested by other heirs?
Bypass trusts, also known as credit shelter trusts, are powerful estate planning tools designed to maximize the use of estate …
Point Loma Estate Planning Law
Can a bypass trust allow for flexible disbursement amounts during high inflation?
The question of whether a bypass trust—also known as a family bypass trust—can accommodate flexible disbursement amounts during periods of …
Can a Business be placed into an irrevocable trust?
The question of whether a business can be placed into an irrevocable trust is a common one for business owners …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, created within a will and taking effect after death, offer a unique set of potential tax benefits, though …
Are there annual reporting requirements for a special needs trust?
Navigating the world of special needs trusts can feel like charting unfamiliar waters, particularly when it comes to ongoing obligations. …