Can a bypass trust require diversity in professional advisors selected by trustees?
The question of whether a bypass trust can *require* diversity in the professional advisors selected by trustees is complex, navigating …
Point Loma Estate Planning Law
Can a bypass trust receive distributions from another trust?
The question of whether a bypass trust—also known as a B trust or generation-skipping trust—can receive distributions from another trust …
Can a bypass trust provide lifetime income to the spouse and then go to charity?
The concept of a bypass trust, also known as a marital bypass trust or a B trust, is a powerful …
Can a bypass trust provide for a non-U.S. citizen spouse?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can effectively provide for …
Can a bypass trust prevent disputes among children over inheritance?
The question of inheritance and potential family disputes is a common concern for estate planning clients, and a bypass trust—also …
Can a bypass trust pay for long-term disability expenses?
The question of whether a bypass trust can cover long-term disability expenses is a complex one, deeply intertwined with the …