Can a bypass trust allocate travel funds for educational programs abroad?
The question of whether a bypass trust can allocate funds for educational programs abroad is a common one for estate …
Can a bank or charity serve as trustee of the trust?
The question of who can serve as trustee of a trust is a crucial one in estate planning, impacting the …
Are trusts reviewed by the court?
The question of whether trusts are reviewed by the court is a common one for those considering estate planning, and …
Are there privacy risks when using wills versus trusts?
Estate planning is a critical process for ensuring your assets are distributed according to your wishes after you’re gone. Many …
Are there legal limits to how long a trust can last in this state?
The question of how long a trust can last in California, and specifically within the practice of estate planning here …
Are there any tax consequences to making my trust the beneficiary of retirement accounts?
Naming a trust as the beneficiary of retirement accounts like 401(k)s, IRAs, and pensions is a common estate planning strategy, …
Can a bypass trust be established with portability planning in mind?
The interplay between bypass trusts and portability is a cornerstone of modern estate planning, particularly for married couples. A bypass …
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 …
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 …