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Point Loma Estate Planning Law

Can a bypass trust have flexible provisions for unique beneficiary needs?

May 8, 2025 by admin

The core function of a bypass trust, also known as a credit shelter trust or an A-B trust (though less …

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Can a bypass trust fund long-term care insurance for the surviving spouse?

May 8, 2025 by admin

The intersection of bypass trusts, long-term care insurance, and estate planning is a complex one, frequently encountered by Ted Cook, …

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Can a bypass trust establish loan forgiveness for beneficiaries under specific conditions?

May 8, 2025 by admin

The question of whether a bypass trust—also known as a Grantor Retained Annuity Trust (GRAT)—can facilitate loan forgiveness for beneficiaries …

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Can a bypass trust distribute digital assets like cryptocurrency?

May 8, 2025 by admin

The question of whether a bypass trust can distribute digital assets like cryptocurrency is becoming increasingly prevalent as the world …

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Can a bypass trust delay full vesting of assets until a beneficiary turns 40?

May 8, 2025 by admin

The question of whether a bypass trust can delay full vesting of assets until a beneficiary turns 40 is a …

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Can a bypass trust cover personal protective equipment for healthcare workers in the family?

May 8, 2025 by admin

The question of whether a bypass trust can cover personal protective equipment (PPE) for healthcare workers within a family is …

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Recent Posts

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