Who should take responsibility for trust planning mistakes?
The rain lashed against the windows of the small office, mirroring the tempest brewing within old Mr. Abernathy. He’d always …
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What’s the contingency plan for executor failure near by
The rain hammered against the windows of the small probate court, mirroring the storm brewing inside old Mr. Abernathy’s daughter, …
Where do I seek legal advice after receiving an inheritance?
The telegram arrived on a Tuesday, crisp and unwelcome. Old Man Hemlock, a distant uncle Elias hadn’t known existed, had …
What is a grantor in an irrevocable trust?
The grantor, also known as the trustor or settlor, is the individual who creates a trust, transferring assets into it …
Can a bypass trust have flexible provisions for unique beneficiary needs?
Absolutely, a bypass trust, also known as a credit shelter trust or A-B trust (though less common now due to …
Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is increasingly relevant in estate planning, especially given …
Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I change the income beneficiary after the trust is established?
The ability to modify income beneficiaries after a trust is established is a common question for clients of Ted Cook, …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries within your estate plan is increasingly …