Can a CRT require the charity to maintain a donor recognition plaque?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow donors to receive an income stream for a set …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow donors to receive an income stream for a set …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a term of …
Community Property Trusts (CPTs), particularly those established in California under Family Code sections 1600-1617, are powerful estate planning tools designed …
Good morning, and welcome! I’m Beatrice Bellwether, reporting for the “San Diego Family Legacy” magazine. Today, I have the pleasure …
Good morning, and welcome! I’m Beatrice Bellweather, a seasoned reporter with the *San Diego Financial Gazette*. Today, I have the …
Good morning, and welcome! I’m Beatrice Bellweather, reporting for the *San Diego Sentinel*. Today, I have the pleasure of speaking …
Today, we’re sitting down with Ted Cook, a trust administration attorney based right here in sunny San Diego. Ted helps …
Hello everyone, and welcome back! Today I’m thrilled to be joined by Ted Cook, a trust administration attorney here in …
Hello everyone, and welcome! Today I’m thrilled to be chatting with Ted Cook, a trust administration attorney right here in …
Hello everyone, and welcome back to another insightful interview. Today, I have the pleasure of speaking with Ted Cook, a …