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Can a person with a mental illness be a beneficiary of a special needs trust?

May 9, 2025 by admin

The question of whether a person with a mental illness can be a beneficiary of a special needs trust (SNT) …

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Can a financial advisor manage assets in a testamentary trust?

May 9, 2025 by admin

The question of whether a financial advisor can manage assets within a testamentary trust is a common one, particularly for …

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Can a CRT terminate early due to financial hardship of the beneficiary?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools designed to provide income to a non-charitable beneficiary for a set …

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Can a CRT Support Food Security Initiatives in underserved areas?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are often perceived as tools for wealth transfer and income generation for the grantor, but their …

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Can a CRT support annual charitable grants during the income term?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified term, …

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Can a CRT require annual visits by the charity to trust-managed property?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to a trust, receive income for …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Good morning, and welcome! I’m Beatrice Bellwether, and today I have the distinct pleasure of speaking with Ted Cook, a …

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An Interview with Ted Cook: Navigating the World of Estate Planning

April 20, 2025 by admin

Good morning, and welcome! I’m Beatrice Bellwether, reporting for the *San Diego Chronicle*. Today, I have the pleasure of speaking …

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Phenomenal Estate Administration Attorney Near Me

April 20, 2025 by admin

Good morning, and welcome to “Navigating Legacy,” I’m your host, Amelia Hayes. Today, we have the pleasure of speaking with …

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Let’s Talk Trusts With Ted Cook

April 12, 2025 by admin

Hello everyone and welcome back to the show! Today we are sitting down with local trust administration attorney Ted Cook …

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