Can a Family Member be the Trustee?
The question of whether a family member can serve as trustee of a trust is incredibly common, and the answer …
Can a CRT Support Unrestricted Giving to a Named Program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Can a CRT Support Emergency Response Infrastructure for Nonprofit Organizations?
Charitable Remainder Trusts (CRTs) are often viewed as sophisticated estate planning tools for individual donors, but their potential to bolster …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT remainder support a charitable mentorship program?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can a CRT Receive Proceeds From a Qualified Opportunity Zone Investment?
The intersection of Charitable Remainder Trusts (CRTs) and Qualified Opportunity Zone (QOZ) investments is a complex area of estate planning, …
Estate Planning Insights with Ted Cook
Hello, I’m Beatrice Bellweather, and welcome to “Future Proof,” where we delve into the often-complex world of estate planning. Today, …
Best Guardianship
Good morning, and welcome! I’m Beatrice Bellwether, and today I have the pleasure of sitting down with Ted Cook, a …
Lively Wills and Trusts
Good morning, and welcome to a candid conversation with Ted Cook, a dedicated professional navigating the complexities of estate planning …
Trust Matters: A Conversation with Ted Cook
Hi everyone, today we’re chatting with Ted Cook, a trust administration attorney based right here in beautiful Point Loma. Ted, …