Can a bypass trust avoid capital gains tax when selling appreciated assets?
The question of whether a bypass trust, also known as a credit shelter trust, can avoid capital gains tax when …
Can a bypass trust allocate assets for disaster relief in family emergencies?
The question of whether a bypass trust – also known as a quarantine trust – can allocate assets for disaster …
Are your estate planning services bundled or billed separately per document?
The question of how estate planning services are priced – whether through bundled packages or à la carte document creation …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, created within a will and coming into effect after death, offer a unique landscape of potential tax benefits …
Are there penalties for not following the trust terms?
Establishing a trust is a significant step in estate planning, offering a structured way to manage and distribute assets. However, …
Are there estate planning strategies for reducing income tax liability?
Estate planning is often viewed as solely focused on the distribution of assets after one’s passing, however, a sophisticated approach …
Are there any probate-avoidance strategies you’d recommend for my specific assets?
Navigating estate planning can feel like charting a complex course, particularly when considering how to shield your loved ones from …
Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust—also known as a generation-skipping trust or a dynasty trust—can be funded with retirement …
Can a bypass trust be designed to promote gender parity among heirs?
The question of whether a bypass trust—a sophisticated estate planning tool—can be strategically designed to promote gender parity among heirs …
Can a bypass trust be amended or revoked?
The question of whether a bypass trust, also known as a credit shelter trust, can be amended or revoked is …