How do I prove the trust’s validity to banks or institutions?
Establishing the validity of a trust to financial institutions can seem daunting, but it’s a crucial step in managing assets …
Who helps individuals handle complicated trust transitions?
The flickering fluorescent lights cast long shadows across the cluttered desk. A stack of unopened mail teetered precariously beside a …
Can a bypass trust continue to operate after the surviving spouse dies?
The question of whether a bypass trust, also known as a credit shelter trust or an A-B trust, continues to …
Can a bypass trust contain a clause to prevent misuse of funds?
The question of safeguarding assets within a bypass trust is paramount for estate planning, particularly in San Diego where high-net-worth …
Can a bypass trust be used to offset housing instability in family members?
The question of whether a bypass trust can alleviate housing instability within a family is a complex one, requiring a …
Can a bypass trust be used to create a family endowment?
The question of whether a bypass trust – also known as a credit shelter trust – can be effectively utilized …
Can a bypass trust be used in a second marriage to protect children from a first marriage?
Blending families through remarriage presents unique estate planning challenges. A common concern for individuals entering a second marriage, particularly those …
Can a bypass trust be structured to benefit multiple spouses over time?
The concept of a bypass trust, also known as a marital trust or an A-B trust, is a cornerstone of …
Can a bypass trust be linked to a family advisory board for strategic planning?
The intersection of estate planning tools like bypass trusts and the collaborative structure of a family advisory board presents a …
Can a bypass trust fund the purchase of a vehicle for a dependent?
The question of whether a bypass trust can fund the purchase of a vehicle for a dependent is a common …