Can I use a bypass trust for philanthropic purposes after my spouse’s death?
The utilization of a bypass trust, also known as a credit shelter trust or an AB trust, can indeed be …
Escondido Estate Planning
Can my estate plan reward heirs who serve in the military or public service?
Absolutely, your estate plan can be specifically designed to reward heirs who dedicate their lives to military or public service, …
Can the trust provide loans to family-owned startups with board approval?
The question of whether a trust can provide loans to family-owned startups, even with board approval, is a surprisingly complex …
Can I use an irrevocable trust to support lifelong education?
Establishing an irrevocable trust to fund lifelong education is a sophisticated estate planning strategy, offering both financial benefits and a …
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can provide for inflation-adjusted …