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Can a CRT Support an Alumni Program at a School or College?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, often associated with significant gifts to established charities. However, their application …

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Can a CRT require that the charity not invest its endowment in fossil fuels?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to a charity while receiving income …

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Can a CRT Receive Qualified Small Business Stock?

May 8, 2025 by admin

Complex trusts, such as Charitable Remainder Trusts (CRTs), offer a unique avenue for philanthropic giving combined with potential tax benefits. …

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Authentic Financial Power of Attorney

April 20, 2025 by admin

Good morning, and welcome to “Navigating Futures,” I’m your host, Amelia Hayes. Today, we have the pleasure of speaking with …

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An Interview with Ted Cook, Estate Planning Specialist

April 20, 2025 by admin

Greetings, I’m Beatrice Bellwether, a correspondent for the “Coastal Chronicle.” Today, I’m here in sunny San Diego, specifically Point Loma, …

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Phenomenal Charitable Trust

April 20, 2025 by admin

Good morning, and welcome to “Estate Insights.” I’m Eleanor Vance, and today we have the pleasure of speaking with Ted …

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Trust Talk: A Conversation with San Diego Attorney Ted Cook

April 12, 2025 by admin

I’m sitting down today with Ted Cook, a trust administration attorney here in beautiful San Diego. Ted, thanks for taking …

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Meet Ted Cook: Navigating the Complexities of Conservatorship

April 12, 2025 by admin

Today I have the pleasure of speaking with Ted Cook, a skilled conservatorship attorney based right here in sunny San …

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Meet Ted Cook: Your Guide Through Trust Administration

April 12, 2025 by admin

Hello everyone, and welcome! Today I’m delighted to be sitting down with Ted Cook, a skilled trust administration attorney here …

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Meet Ted Cook, Navigating the Complexities of Conservatorship

April 12, 2025 by admin

Hello everyone, and welcome back! Today we’re sitting down with Ted Cook, a conservatorship attorney based here in beautiful San …

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