Can the charitable remainder trust make additional investments during its term?
The question of whether a charitable remainder trust (CRT) can make additional investments during its term is a common one …
San Diego County
Can the bypass trust require succession training for future trustees?
The question of whether a bypass trust—also known as a credit shelter trust or a family trust—can, and *should*, require …
Can the bypass trust provide funding for family caregiving expenses?
The question of whether a bypass trust can fund family caregiving expenses is a complex one, deeply rooted in the …
Can the bypass trust include a clause to delay distributions after remarriage?
The question of incorporating a delayed distribution clause triggered by remarriage within a bypass trust—a key component of advanced estate …
Can the Bypass Trust Fund Continuing Education Programs?
The question of whether a bypass trust can fund continuing education programs is a common one for estate planning attorneys …
Can the bypass trust allow income to vary with market-based cost indexes?
The bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due to …
Can testamentary trusts be used to hold equity in private startups?
The question of whether testamentary trusts can effectively hold equity in private startups is complex, demanding a nuanced understanding of …