Can a bypass trust compensate an independent investment committee?
The question of whether a bypass trust can compensate an independent investment committee is a nuanced one, deeply rooted in …
Point Loma Estate Planning Law
Can a bypass trust be used to provide for stepchildren?
The question of whether a bypass trust can be used to provide for stepchildren is a common one for blended …
Can a bypass trust be used to fund small business grants for heirs?
The question of whether a bypass trust, also known as a disclaimer trust, can be utilized to fund small business …
Can a bypass trust be used in conjunction with a revocable living trust?
The short answer is absolutely, and it’s a common and highly effective estate planning strategy employed by Ted Cook, a …
Can a bypass trust be structured to skip generations?
The concept of a bypass trust, also known as a generation-skipping trust, is a powerful estate planning tool designed to …
Can a bypass trust be required to publish an annual beneficiary report?
The question of whether a bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), is required to publish …