Can a bypass trust be established with portability planning in mind?
The interplay between bypass trusts and portability is a cornerstone of modern estate planning, particularly for married couples. A bypass …
Can a bypass trust be contested by other heirs?
Bypass trusts, also known as credit shelter trusts, are powerful estate planning tools designed to maximize the use of estate …
Can a bypass trust allow for flexible disbursement amounts during high inflation?
The question of whether a bypass trust—also known as a family bypass trust—can accommodate flexible disbursement amounts during periods of …
Can a Business be placed into an irrevocable trust?
The question of whether a business can be placed into an irrevocable trust is a common one for business owners …
Are there tax benefits to using a testamentary trust?
Testamentary trusts, created within a will and taking effect after death, offer a unique set of potential tax benefits, though …
Are there annual reporting requirements for a special needs trust?
Navigating the world of special needs trusts can feel like charting unfamiliar waters, particularly when it comes to ongoing obligations. …
An Interview with Ted Cook: Navigating the Waters of Estate Planning
Good morning, and welcome to “Future Proof,” the show dedicated to securing your legacy. Today, I’m delighted to be joined …
Estate Planning Insights with Ted Cook
Good afternoon, and welcome to a fascinating delve into the world of estate planning. I’m Beatrice Bellwether, reporting for the …
Superb Guardianship Attorney
Hello, I’m Beatrice Bellweather, reporting for the “Coastal Chronicle.” Today, I’m here in sunny Point Loma with Ted Cook, a …
A Chat With Ted Cook
Hello everyone, and welcome back! Today, I had the pleasure of chatting with Ted Cook, a trust administration attorney here …