Can the bypass trust require biometric access for financial records?
The concept of a bypass trust, a component often utilized within a larger trust structure, is designed for estate tax …
Point Loma Estate Planning Law
Can the bypass trust provide travel expenses for family visits?
The question of whether a bypass trust can cover family travel expenses is surprisingly common, and the answer is nuanced. …
Can the bypass trust own shares in a closely held corporation?
The question of whether a bypass trust can own shares in a closely held corporation is a frequent one for …
Can the bypass trust hold bank accounts in multiple states?
The question of whether a bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), can hold bank accounts …
Can the bypass trust convert to a different type of trust if tax laws change?
The bypass trust, also known as a credit shelter trust, was a common estate planning tool designed to utilize the …