What’s the emergency protocol for legal issues with a will near by
The old, leather-bound will sat on my desk, its pages brittle with age. My client, Mrs. Ramirez, clutched her hands, …
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Can I fund a bypass trust with a promissory note?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or a B Trust—with …
Can I exclude someone from trust information?
The question of whether you can exclude someone from trust information is a frequent one for those considering estate planning, …
Can I exclude certain heirs from bypass trust benefits?
The question of excluding specific heirs from the benefits of a bypass trust—also known as a credit shelter trust or …
Can I establish trust components dedicated to social ventures?
The question of incorporating social ventures into trust structures is increasingly prevalent as individuals seek to align their wealth with …
Can I establish peer review committees for oversight?
Estate planning, while deeply personal, isn’t conducted in a vacuum. Many individuals and families, particularly those with complex estates, wonder …
Can I establish financial milestone competitions among heirs?
The idea of establishing financial milestone competitions among heirs, while seemingly motivated by a desire to encourage responsible financial behavior, …
Can I establish a special needs trust in my estate plan?
The question of providing for a loved one with special needs is a deeply personal one, often filled with both …
Can I direct income from estate property to go to a specific family branch?
The question of directing income from estate property to a specific family branch is a common one for Ted Cook, …
Can I direct funds toward grief support during trust transitions?
The transition of wealth through a trust, while legally and financially sound, often occurs during deeply emotional times – times …