Can a CRT qualify for a state-level charitable deduction?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT pay income to an LLC owned by the beneficiary?
The question of whether a Charitable Remainder Trust (CRT) can pay income to a Limited Liability Company (LLC) owned by …
Can a CRT pay for professional trustee evaluation services?
Complex trusts, like Charitable Remainder Trusts (CRTs), require diligent administration and often benefit from professional oversight. A frequent question arises: …
Can a CRT operate with separate investment and administrative trustees?
The question of whether a Charitable Remainder Trust (CRT) can function effectively with separate investment and administrative trustees is a …
Can a CRT invest in low-income housing tax credits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT include social media or branding requirements for the charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Estate Planning Insights with Ted Cook
Greetings, I’m Beatrice Bellweather, and welcome to “Future Proof,” where we delve into the often-intimidating world of estate planning. Today, …
Estate Planning Insights with Ted Cook
Hello, I’m Beatrice Bellweather, and welcome to “Financial Footprints,” where we explore the often-complex world of estate planning. Today, I …
Lively Living Trust Attorney
Good morning, and welcome! I’m Beatrice Bellweather, and I’m thrilled to be sitting down with Ted Cook today. Ted is …
A Sit-Down With San Diego’s Ted Cook
Welcome everyone, today I had the pleasure of sitting down with Ted Cook, a trust administration attorney here in sunny …