Can a CRT use offshore investments legally?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer sophisticated estate planning tools, but their use of offshore investments necessitates careful …
Can a CRT Support Journalism Focused on Civic Engagement?
Community Reinvestment Trusts (CRTs), while typically associated with real estate and economic development, possess a surprising capacity to bolster journalism …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …
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 …
Can a CRT remainder be earmarked for climate action programs?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a term of …
Can a CRT Receive Future Contributions?
Community Property Trusts (CPTs), particularly those established in California under Family Code sections 1600-1617, are powerful estate planning tools designed …
Estate Planning Insights with Ted Cook
Good morning, and welcome! I’m Beatrice Bellwether, reporting for the “San Diego Family Legacy” magazine. Today, I have the pleasure …
Best Financial Power of Attorney
Good morning, and welcome! I’m Beatrice Bellweather, a seasoned reporter with the *San Diego Financial Gazette*. Today, I have the …
Lively Trust Litigation
Good morning, and welcome! I’m Beatrice Bellweather, reporting for the *San Diego Sentinel*. Today, I have the pleasure of speaking …
A Chat with Ted Cook
Today, we’re sitting down with Ted Cook, a trust administration attorney based right here in sunny San Diego. Ted helps …