Can a bypass trust be created automatically at death?
The concept of a bypass trust, also known as a credit shelter trust or an A-B trust, is designed to …
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Can a bypass trust allow limited access to principal during financial hardship?
The question of whether a bypass trust, also known as a marital trust, can allow limited access to principal during …
Can a bypass trust allocate assets differently depending on state of residence?
The question of whether a bypass trust—also known as a credit shelter trust or a B-trust—can allocate assets differently based …
Are Estate Planning Needs Different for High-Net-Worth Individuals?
Estate planning is crucial for everyone, regardless of wealth, but the complexities significantly increase for high-net-worth individuals (HNWIs). While basic …
Are there strategies to balance giving to charity while also benefiting my heirs?
Balancing the desire to support charitable causes with the responsibility of providing for heirs is a common dilemma in estate …
Are there non-profit organizations that manage special needs trusts?
The question of whether non-profit organizations manage special needs trusts is a crucial one for families seeking to secure the …
Are there annual reporting requirements for a special needs trust?
Establishing a Special Needs Trust (SNT) is a compassionate way to provide for a loved one with disabilities without jeopardizing …
Can a bypass trust be established by unmarried partners?
The question of whether unmarried partners can establish a bypass trust is a common one, particularly as more couples choose …
Can a bypass trust be created automatically at death?
The question of whether a bypass trust can be created automatically at death is a common one for individuals contemplating …
Can a bypass trust allow limited access to principal during financial hardship?
The question of whether a bypass trust – also frequently called a quarantine trust – can offer access to principal …