How to Set Up a Bypass Trust

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How to Set Up a Bypass Trust – This is a place for the community to provide tips and advice on How to Set Up a Bypass Trust. This topic was created by A Chan and the tips are provided by the community. The tips you add here can be your own or referred from another site. The best tips are then ranked at the top when up-voted by members of the community.

Tip 1 - Should Planners Bypass The Bypass Trust?

Published: 9 years, 2 month(s) ago | Submitted by kodoku | permalink

Bryan Strike, CFP®, CPA/PFS has a great article in the latest issue of the Journal of Financial Planning entitled,
Tags: Investing,Bypass Trust,David John Marotta,estate planning,Marotta,Marotta On Money,Marotta Wealth Management

For further reading: http://www.forbes.com/sites/davidmarotta/2013/08/18/should-planners-bypass-the-bypass-trust/ ^[1]

Tip 2 - Great Estate Tax News, But Is The Bypass Trust Now Old Technology? - Beacon Pointe Advisors

Published: 9 years, 2 month(s) ago | Submitted by Jean - Paul Masy | permalink

With estate tax news updates, let's take a closer look at the Bypass Trust, its value and if it is still something to consider...

For further reading: http://www.bpadvisors.com/great-estate-tax-news-but-is-the-bypass-trust-now-old-technology/ ^[2]

Tip 3 - Bypass trust tax problems: implications and solutions

Published: 9 years, 2 month(s) ago | Submitted by Dave Herrmann | permalink

Changes to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
Tags: Life Planning Strategies, Affluent, estate planning, estate tax, income tax, bypass trust

For further reading: http://www.lifehealthpro.com/2014/04/17/bypass-trust-tax-problems-implications-and-solutio ^[3]