Can a grandparent fund a special needs trust?
The question of whether a grandparent can fund a special needs trust is a common one for families looking to …
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Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a CRT support innovation challenges or competitions hosted by a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their use extends beyond simply providing income to beneficiaries. A …
Can a CRT Support an Alumni Program at a School or College?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, often associated with significant gifts to established charities. However, their application …
Can a CRT require that the charity not invest its endowment in fossil fuels?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to a charity while receiving income …
Can a CRT Receive Qualified Small Business Stock?
Complex trusts, such as Charitable Remainder Trusts (CRTs), offer a unique avenue for philanthropic giving combined with potential tax benefits. …
Authentic Financial Power of Attorney
Good morning, and welcome to “Navigating Futures,” I’m your host, Amelia Hayes. Today, we have the pleasure of speaking with …
An Interview with Ted Cook, Estate Planning Specialist
Greetings, I’m Beatrice Bellwether, a correspondent for the “Coastal Chronicle.” Today, I’m here in sunny San Diego, specifically Point Loma, …
Phenomenal Charitable Trust
Good morning, and welcome to “Estate Insights.” I’m Eleanor Vance, and today we have the pleasure of speaking with Ted …
Trust Talk: A Conversation with San Diego Attorney Ted Cook
I’m sitting down today with Ted Cook, a trust administration attorney here in beautiful San Diego. Ted, thanks for taking …