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 …
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 a special needs trust provide incentives for healthy eating habits?
Yes, a special needs trust (SNT) can absolutely be structured to incentivize healthy eating habits for a beneficiary with special …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is a …
Can a testamentary trust define financial independence criteria?
Absolutely, a testamentary trust can, and often *should*, define financial independence criteria for its beneficiaries, providing a roadmap for responsible …