Can a bypass trust make distributions to stepchildren?
The question of whether a bypass trust can make distributions to stepchildren is a common one for Ted Cook, a …
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Can a bypass trust include parameters for establishing a family foundation?
The question of whether a bypass trust can include parameters for establishing a family foundation is a nuanced one, but …
Can a bypass trust include financial literacy requirements before disbursement?
The question of whether a bypass trust – also known as a credit shelter trust or a generation-skipping trust – …
Can a bypass trust include an equity clause for equal gender representation among trustees?
The question of whether a bypass trust can include an equity clause stipulating equal gender representation among trustees is a …
Can a bypass trust impact my eligibility for Medicaid?
The question of whether a bypass trust impacts Medicaid eligibility is complex and depends heavily on specific state rules and …
Can a bypass trust hold a life insurance policy?
The question of whether a bypass trust, also known as a B trust, can hold a life insurance policy is …
Fabulous Last Will and Testament
Good morning, and welcome to what promises to be a fascinating discussion! I’m Beatrice Bellweather, and I’ll be interviewing Ted …
Amazing Conservatorship
Greetings, I’m Beatrice Bellweather, a reporter with the “San Diego Sentinel.” Today, I have the pleasure of speaking with Mr. …
Fantastic Last Will and Testament
Good morning, and welcome! I’m Beatrice Bellwether, reporting for the “San Diego Sentinel.” Today, I have the pleasure of sitting …
Trustworthy Counsel: A Chat with San Diego Trust Attorney Ted Cook
Today we’re sitting down with Ted Cook, a trust administration attorney here in sunny San Diego. Ted, thanks for taking …