Can the bypass trust hold interests in private equity funds?
The question of whether a bypass trust can hold interests in private equity funds is complex, requiring a nuanced understanding …
Point Loma Estate Planning Law
Can the bypass trust convert to a unitrust format later?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust (though less …
Can the bypass trust avoid generation-skipping transfer tax?
The question of whether a bypass trust—also known as a credit shelter trust—can avoid the generation-skipping transfer (GST) tax is …
Can testamentary trusts support vocational training programs?
Testamentary trusts, established through a will and taking effect after someone passes away, are incredibly versatile tools for managing and …
Can testamentary trust documents include version control history?
The question of whether testamentary trust documents can—and *should*—include version control history is increasingly relevant in modern estate planning. Traditionally, …