Can a bypass trust make distributions to stepchildren?
The question of whether a bypass trust can make distributions to stepchildren is a common one for Ted Cook, a …
Point Loma Estate Planning Law
Can a bypass trust include parameters for establishing a family foundation?
The question of whether a bypass trust can include parameters for establishing a family foundation is a nuanced one, but …
Can a bypass trust include financial literacy requirements before disbursement?
The question of whether a bypass trust – also known as a credit shelter trust or a generation-skipping trust – …
Can a bypass trust include an equity clause for equal gender representation among trustees?
The question of whether a bypass trust can include an equity clause stipulating equal gender representation among trustees is a …
Can a bypass trust impact my eligibility for Medicaid?
The question of whether a bypass trust impacts Medicaid eligibility is complex and depends heavily on specific state rules and …
Can a bypass trust hold a life insurance policy?
The question of whether a bypass trust, also known as a B trust, can hold a life insurance policy is …