Can a CRT be set up using a donor-advised fund intermediary?
The question of whether a Charitable Remainder Trust (CRT) can be established utilizing a donor-advised fund (DAF) as an intermediary …
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Can a CRT be funded with real estate in an LLC?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT be dissolved if the charity misuses funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, offering tax benefits while supporting a chosen charity. However, the question …
Can a CRT be customized for philanthropic goals over multiple decades?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, often utilized by individuals with substantial assets who desire to support …
Can a CRT allow reallocation of funds based on public need indexes?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility regarding reallocation of funds based on fluctuating public …
Can a Court Invalidate My Trust?
Establishing a trust is a significant step in estate planning, offering a method to manage assets and ensure their distribution …
Adept Power of Attorney
Good afternoon, and welcome! I’m Beatrice Bellweather, and I’m thrilled to be sitting down with Ted Cook today. Mr. Cook …
Estate Planning Insights with Ted Cook
Good morning, and welcome! I’m Beatrice Bellwether, and today I have the distinct pleasure of speaking with Ted Cook, a …
Estate Planning Insights with Ted Cook
Good morning, and welcome! I’m Beatrice Bellweather, a correspondent for the “San Diego Family Legacy” magazine. Today, I have the …
A Conversation with Trust Administration Expert Ted Cook
Hello everyone and welcome. I’m Cassie Parker, your friendly neighborhood reporter, bringing you insightful conversations with the fascinating folks of …