Can a bypass trust help reduce estate taxes for married couples?
The question of minimizing estate taxes is paramount for many married couples planning for the future, and a bypass trust …
Can a bypass trust fund the construction of an ADU for caregiving relatives?
The question of whether a bypass trust can fund the construction of an Accessory Dwelling Unit (ADU) for caregiving relatives …
Can a bypass trust fund contributions to a child’s Roth IRA?
The question of whether a bypass trust can fund contributions to a child’s Roth IRA is a complex one, deeply …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust, also known as an “A-B trust” or a “QTIP trust” (Qualified Terminable Interest …
Can a bypass trust distribute assets in unequal portions among heirs?
The question of whether a bypass trust can distribute assets in unequal portions among heirs is a common one for …
Can a bypass trust delay distributions based on market conditions?
The concept of a bypass trust, also known as a credit shelter trust or an A-B trust (though less common …
Fabulous Irrevocable Trust
Greetings, I’m Beatrice Bellweather, reporting for ‘Coastal Currents’. Today, I have the pleasure of sitting down with Ted Cook, a …
Estate Planning Insights with Ted Cook
Greetings, I’m Beatrice Bellwether, reporting for the “San Diego Family Foundations” magazine. Today, I have the pleasure of speaking with …
Fantastic Living Trust Attorney
Hello, I’m Beatrice Bellweather, and welcome to “Estate Matters,” your source for navigating the often-complex world of wills, trusts, and …
A Conversation with Ted Cook
Hello everyone and welcome back to the show. Today, we have the pleasure of speaking with Ted Cook, a trust …