Can a Charitable Remainder Trust be used to avoid capital gains tax?
The question of whether a Charitable Remainder Trust (CRT) can be used to avoid capital gains tax is a common …
Point Loma Estate Planning Law
Can a bypass trust support vocational rehabilitation costs?
The question of whether a bypass trust can support vocational rehabilitation costs is complex, hinging on the specifics of the …
Can a bypass trust support my grandchildren’s education expenses?
The question of whether a bypass trust can support grandchildren’s education expenses is a common one for estate planning attorneys …
Can a bypass trust support climate resiliency improvements to inherited properties?
The question of whether a bypass trust can support climate resiliency improvements to inherited properties is a nuanced one, deeply …
Can a bypass trust sponsor a family foundation in the future?
The intersection of bypass trusts and family foundations is a nuanced area of estate planning, often requiring careful consideration by …
Can a bypass trust require tax planning education for heirs?
The question of whether a bypass trust—also known as a credit shelter trust or an AB trust—requires tax planning education …