Can a bypass trust hold life insurance proceeds?
The question of whether a bypass trust, also known as a credit shelter trust, can hold life insurance proceeds is …
Can a bypass trust help reduce estate taxes for married couples?
For many married couples, the thought of estate taxes looms large, especially as wealth accumulates. The federal estate tax, while …
Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is a nuanced one, deeply rooted …
Can a bypass trust finance medical tourism for uninsured procedures?
The question of whether a bypass trust can finance medical tourism for uninsured procedures is complex, hinging on trust provisions, …
Can a bypass trust distribute education-related technology expenses?
The question of whether a bypass trust can distribute funds for education-related technology expenses is surprisingly complex, heavily dependent on …
Can a bypass trust delay distributions until grandchildren reach adulthood?
The question of whether a bypass trust—also known as a generation-skipping trust—can delay distributions until grandchildren reach adulthood is a …
Can a bypass trust help prevent disqualification from VA benefits?
Navigating the complexities of Veterans Affairs (VA) benefits while simultaneously engaging in estate planning can be a challenging undertaking. Many …
Can a bypass trust fund postgraduate studies or professional training?
The question of whether a bypass trust can fund postgraduate studies or professional training is a common one for estate …
Can a bypass trust finance medical tourism for uninsured procedures?
The question of whether a bypass trust can finance medical tourism for uninsured procedures is complex, intertwining estate planning law …
Can a bypass trust distribute funds as matching grants for beneficiary goals?
The concept of a bypass trust, also known as a “B” trust or a marital trust, is a cornerstone of …