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Can a CRT work in tandem with a succession plan for nonprofit leadership?

May 9, 2025 by admin

The interplay between Charitable Remainder Trusts (CRTs) and succession planning for nonprofit leadership is a sophisticated, yet highly effective, strategy …

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Can a CRT support refugee resettlement initiatives?

May 9, 2025 by admin

Community Revocable Trusts (CRTs), while often associated with estate planning for family, possess a surprising flexibility that extends to philanthropic …

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Can a CRT Support Community Advisory Panels to Oversee Funds?

May 9, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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Can a CRT serve as a buffer between business wind-down and legacy giving?

May 8, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) can effectively serve as a buffer between business wind-down and legacy …

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Can a CRT remainder fund be split between operations and endowment?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …

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Can a CRT receive income from franchised operations?

May 8, 2025 by admin

Community Reinvestment Trusts (CRTs) are increasingly utilized as sophisticated wealth transfer and asset protection tools, but their application to income …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Good morning, and welcome! I’m Beatrice Bellweather, and I’m thrilled to be sitting down with Ted Cook today, a leading …

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Best Healthcare Power of Attorney

April 20, 2025 by admin

Greetings, I’m Beatrice Bellweather, and welcome to this insightful conversation with Ted Cook, a leading professional in estate planning here …

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An Interview with Ted Cook

April 20, 2025 by admin

Good morning, and welcome! I’m Beatrice Bellwether, and I’m thrilled to be sitting down with Ted Cook today. Ted is …

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Catching Up With Point Loma’s Trusted Estate Planning Attorney

April 12, 2025 by admin

Hello everyone, and welcome back! Today, I had the pleasure of sitting down with Ted Cook, a highly experienced trust …

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