Can a bypass trust purchase and manage a life insurance policy on the spouse?
The question of whether a bypass trust—also known as a marital trust designed to maximize the use of estate tax …
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Can a bypass trust provide funding to digitize family photos and records?
The question of whether a bypass trust can fund the digitization of family photos and records is a surprisingly common …
Can a bypass trust protect inherited assets in the event of divorce?
The question of asset protection during divorce is a significant concern for many, and bypass trusts, also known as “see-through” …
Can a bypass trust pay for private school or college?
The question of whether a bypass trust can cover educational expenses like private school or college is a frequent one …
Can a bypass trust own timeshare interests?
The question of whether a bypass trust can own timeshare interests is surprisingly complex and requires careful consideration of both …
Can a bypass trust operate under the laws of a different state for tax purposes?
The question of whether a bypass trust—also known as a credit shelter trust or a B-trust—can operate under the laws …
Estate Planning Insights with Ted Cook
Greetings, I’m Beatrice Bellweather, and today I have the pleasure of speaking with Ted Cook, a professional assisting individuals and …
An Interview with Ted Cook: Navigating the World of Estate Planning
Good morning, and welcome! I’m Beatrice Bellweather, reporting for the “San Diego Family Chronicle.” Today, I have the pleasure of …
Estate Planning Insights with Ted Cook
Hello, I’m Beatrice Bellwether, and welcome to “Legacy Builders,” where we explore the often-intimidating world of estate planning. Today, I’m …
Trusts & Transparency: A Chat with Ted Cook
Hello everyone, and welcome! I’m here today with Ted Cook, a trust administration attorney based right here in beautiful San …