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Can a CRT Qualify for a Step-Up in Basis on Death?

May 8, 2025 by admin

The question of whether assets held within a Charitable Remainder Trust (CRT) qualify for a step-up in basis upon the …

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Can a CRT provide alternative income disbursement based on inflation levels?

May 8, 2025 by admin

Community Property Trusts (CRTs), while powerful tools in estate planning, aren’t inherently designed with automatic inflation adjustments to income disbursements. …

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Can a CRT pay for financial education programs after termination?

May 8, 2025 by admin

The question of whether a Community Responsive Trust (CRT) can continue to fund financial education programs *after* the trust’s original …

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Can a CRT Own Copyrights or Music Royalties?

May 8, 2025 by admin

Community Property Trusts (CRTs), common estate planning tools utilized by attorneys like Ted Cook in San Diego, offer a unique …

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Can a CRT involve donor advisory services post-establishment?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that offer tax benefits while providing income to the grantor or …

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Can a CRT income stream be divided into tiers by priority?

May 8, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) income stream can be divided into tiers by priority is a …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Hello, I’m Beatrice Bellweather, and welcome to a candid conversation with Ted Cook, a dedicated professional in the field of …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Good afternoon, and welcome! I’m Beatrice Bellwether, and I’m delighted to be sitting down with Ted Cook today. Mr. Cook …

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Lively Last Will and Testament

April 20, 2025 by admin

Greetings, I’m Beatrice Bellwether, reporting live from the sun-drenched shores of San Diego. Today, I have the pleasure of sitting …

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A Chat with Ted Cook: Navigating Trust Administration

April 12, 2025 by admin

Hello everyone and welcome back! Today we’re sitting down with the esteemed Ted Cook, a trust administration attorney right here …

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