Can a bypass trust help preserve my estate tax exemption?
The question of preserving estate tax exemption is paramount for many individuals with substantial assets. As of 2023, the federal …
Can a bypass trust fund public speaking training for heirs?
The question of whether a bypass trust can fund public speaking training for heirs is a surprisingly common one for …
Can a bypass trust fund a multi-generational trust after the surviving spouse passes?
The question of whether a bypass trust, also known as a credit shelter trust or an exemption trust, can fund …
Can a bypass trust distribute income to multiple generations?
The concept of a bypass trust, also known as a generation-skipping trust, is specifically designed to facilitate the transfer of …
Can a bypass trust distribute assets in the form of real estate instead of cash?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can a bypass trust create joint ownership structures with charitable entities?
The concept of a bypass trust, also known as a QTIP trust (Qualified Terminable Interest Property Trust), is a powerful …
Estate Planning Insights with Ted Cook
Greetings, I’m Beatrice Bellweather, and welcome to a candid conversation with Ted Cook, a professional in the field of estate …
A Conversation with Ted Cook: Navigating the World of Estate Planning
Hello, and welcome! I’m Beatrice Bellweather, a reporter with the *San Diego Chronicle*. Today, I have the pleasure of speaking …
Estate Planning Insights with Ted Cook
Good morning, and welcome! I’m Beatrice Bellweather, and today I have the distinct pleasure of sitting down with Ted Cook, …
A Chat With Ted Cook About Navigating Trust Administration
Hello everyone and welcome! I’m thrilled to be joined today by the insightful Ted Cook, a Trust Administration Attorney based …