Can a CRT be structured to pause income during certain years?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility isn’t unlimited. While a CRT is designed to …
Can a CRT be part of a blended charitable estate plan?
The integration of a Charitable Remainder Trust (CRT) into a blended estate plan—one involving children from previous relationships—requires careful consideration. …
Can a CRT be Funded with a Promissory Note?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering both tax benefits and income for the grantor—the person creating …
Can a CRT be designed to invest only in local economic development projects?
Community Reinvestment Trusts (CRTs) are increasingly popular tools for channeling philanthropic capital into socially responsible investments, but the question of …
Can a CRT be created entirely online?
The question of whether a Charitable Remainder Trust (CRT) can be created entirely online is increasingly relevant in our digitally …
Can a CRT align with B Corp certification guidelines?
The question of whether a Charitable Remainder Trust (CRT) can align with B Corp certification guidelines is complex, demanding an …
An Interview with Ted Cook, Estate Planning Attorney
Good afternoon, and welcome! I’m Eleanor Vance, reporting for the “San Diego Family Legacy” magazine. Today, I have the pleasure …
An Interview with Ted Cook: Navigating the Waters of Estate Planning
Good morning, and welcome to “Future Proof,” the show where we dissect the often-intimidating world of estate planning. Today, I’m …
Healthy Living Will
Good morning, and welcome to “Future Forward,” I’m your host, Amelia Hayes. Today, we have a fascinating guest, Mr. Ted …
Interview with Ted Cook
Today we’re sitting down with local conservatorship attorney Ted Cook to get a clearer understanding of this complex legal process. …