Can a bypass trust be drafted to comply with foreign reporting regulations?
The question of whether a bypass trust can be drafted to comply with foreign reporting regulations is complex, but generally, …
Point Loma Estate Planning Law
Can a bypass trust be created after death through probate?
The question of establishing a bypass trust—also known as a credit shelter trust—after someone’s death through probate is a common …
Can a bypass trust avoid capital gains tax when selling appreciated assets?
The question of whether a bypass trust—also known as a Grantor Retained Annuity Trust (GRAT)—can avoid capital gains tax when …
Can a bypass trust allocate assets differently depending on state of residence?
The question of whether a bypass trust – also known as a credit shelter trust or a family trust – …
Are there tax benefits to setting up a special needs trust?
Establishing a Special Needs Trust (SNT) is a crucial step for families seeking to protect the financial future of a …
Are there limits on how much money can go into a special needs trust?
The question of limits on funding a special needs trust (SNT) is complex, heavily influenced by the beneficiary’s public benefits …