Can a bypass trust be used to support a surviving spouse while preserving assets for children?
The question of balancing spousal support with the long-term financial security of children is a common one for Ted Cook, …
Can a bypass trust be used to make lifetime gifts to grandchildren?
The question of utilizing a bypass trust – also known as an exemption trust – for lifetime gifts to grandchildren …
Can a bypass trust be used to cover IVF treatments?
The question of whether a bypass trust can be used to cover In Vitro Fertilization (IVF) treatments is a complex …
Can a bypass trust be tied to a family governance agreement?
The intersection of bypass trusts and family governance agreements is a sophisticated area of estate planning, increasingly popular among high-net-worth …
Can a bypass trust be structured to avoid foreign reporting requirements?
The question of structuring a bypass trust to avoid foreign reporting requirements is complex and depends heavily on the specifics …
Can a bypass trust be funded through a pour-over will?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
An Interview with Ted Cook: Navigating the Estate Planning Landscape
Greetings, I’m Beatrice Bellweather, and I’m delighted to be here in beautiful San Diego to chat with Ted Cook of …
Adaptable Durable Power of Attorney
Good morning, and welcome! I’m Beatrice Bellweather, reporting for *The Coastal Chronicle*. Today, I’m sitting down with Ted Cook, a …
Splendid Living Trust
Good morning, and welcome! I’m Beatrice Bellweather, reporting for “Coastal Chronicle.” Today, I have the pleasure of speaking with Ted …
An Afternoon Chat with Ted Cook
Hello everyone and welcome! Today we’re sitting down with Ted Cook, a Trust Administration Attorney here in sunny San Diego. …