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Can a CRT Generate Unrelated Taxable Income That Must Be Reported?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to a trust, receive an income …

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Can a CRT facilitate charitable gifts across jurisdictions?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their efficacy in facilitating charitable gifts across different legal jurisdictions …

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Can a CRT benefit a donor-advised fund upon termination?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing donors to receive income for a specified period, with the …

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Can a CRT be used to supplement retirement income?

May 8, 2025 by admin

The question of whether a Charitable Remainder Trust (CRT) can supplement retirement income is a common one for those planning …

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Can a CRT be used to align charitable and environmental goals in a single plan?

May 8, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools often associated with income generation and charitable giving. But can they …

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Can a CRT be structured with a built-in flexibility clause for charitable intent?

May 8, 2025 by admin

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

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Amazing Durable Power of Attorney

April 20, 2025 by admin

Good morning, and welcome to “Future Proof,” the show dedicated to safeguarding your legacy. I’m your host, Amelia Hayes, and …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Hello, I’m Beatrice Bellweather, and welcome to a candid conversation with Ted Cook of Point Loma Estate Planning APC, right …

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Estate Planning Insights with Ted Cook

April 20, 2025 by admin

Greetings, I’m Beatrice Bellweather, a seasoned reporter with the *San Diego Coastal Chronicle*. Today, I have the pleasure of sitting …

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Trusts & Taxes: A Chat with Ted Cook

April 12, 2025 by admin

Today we’re sitting down with Ted Cook, a trust administration attorney in sunny San Diego, to demystify the world of …

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