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Bypass Trusts:  Are They Now Obsolete?
Bypass Trusts: Are They Now Obsolete?

By: Jim Dossey, MS, MBA, JD Bypass trusts, also known as credit-shelter trusts, have long been the method of choice for avoiding estate tax. In the last few years, however, the estate tax rules have changed significantly. In 2010, Congress tied the unified credit amount (aka ...

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Blog Posts in 2014

  • Powerful Combo: Family Limited Partnerships & Intentionally Defective Grantor Trusts

    By: Jim Dossey, MS, MBA, JD For our clients with significant means (> $5MM net worth for individuals, > $10MM net worth for marrieds), family limited ...

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  • Texas Homestead Tax Exemption Vs. Homestead Liability Protections

    By: Jim Dossey, MS, MBA, JD Many Texas property owners know that they should apply for the Texas homestead tax exemption to reduce their property ...

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  • Are Software Patents Dead?

    By: Jim Dossey, MS, MBA, JD, Patent Attorney Software patents are not dead, but they are on life support. On June 19 th , 2014, the Supreme Court ...

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  • Legal Checklist for Starting A Business

    By: Jim Dossey, MS, MBA, JD, Patent Attorney The list below details some of the legal decisions and documents required to start a business, including ...

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  • Estate Planning Involving Kids From a Prior Relationship

    By: Jim Dossey, MS, MBA, JD, Patent Attorney Families with children from prior relationships are some of the most difficult estate planning scenarios ...

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  • Buc-ee's - Trademark Defender

    By: Jim Dossey, MS, MBA, JD, Patent Attorney In Texas, Buc-ee's is well-known for its giant gas stations and oversized convenience stores. Awarded in ...

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  • How to Protect Your Website from Liability

    By: Jim Dossey, MS, MBA, JD, Registered Patent Attorney You have just launched your new website. It looks great and you are very proud of it, but you ...

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  • Trademarks: How and Why to Get Them

    By: Jim Dossey, MS, MBA, JD, Registered Patent Attorney Trademarks serve two purposes – first, they protect customers from being confused or deceived ...

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  • Thinking of Expatriating? Consider Estate and Tax Planning Consequences First...

    By: Jim Dossey, MS, MBA, JD According to a front page story in the Wall Street Journal on Tuesday, June 17 th , record numbers of Americans are giving ...

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