Tax and financial advice from the Silicon Valley expert.

Estate planning problems and opportunities

Should a bypass trust be modified?

With recent changes in the Federal estate tax laws, including a current exemption amount of $5,430,000 and portability of the unused exemption of the most recently deceased spouse, many families have bypass trusts that aren't tax efficient. An alternative is to modify the bypass trust to include a general power of appointment in favor of the creditors of the surviving spouse.

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Tax and financial advice from the Silicon Valley expert.