Can you provide guidance on intergenerational estate planning?
Intergenerational estate planning, the process of structuring an estate to benefit multiple generations, is a sophisticated area of law gaining …
Can you include survivorship clauses to address simultaneous death scenarios?
Estate planning, at its core, is about preparing for the inevitable—and often, the unexpected. While most people contemplate scenarios involving …
Can you help structure a plan for charitable remainder trusts?
Charitable Remainder Trusts (CRTs) represent a sophisticated estate planning tool allowing individuals to donate assets to charity while retaining an …
Can you help me plan for the possibility that one of my children may become incapacitated?
Planning for the potential incapacitation of a child is a deeply unsettling thought, but a responsible and loving act. While …
Can you help me create a succession plan for rental properties?
Succession planning for rental properties, while often overlooked, is a critical component of estate planning, especially for those building wealth …
Can you help ensure that my medical and financial documents comply with current standards?
Navigating the world of estate planning can feel incredibly daunting, especially when it comes to ensuring your medical and financial …
Can you guide me on disclaimers and how they affect estate distribution?
Disclaimers are a powerful yet often misunderstood tool in estate planning. Essentially, a disclaimer is a formal refusal by a …
Do beneficiaries pay taxes on distributions from the trust?
The question of whether beneficiaries pay taxes on trust distributions is surprisingly complex, hinging on the type of trust, the …
Can the trustee of a bypass trust delegate investment authority?
The question of whether a trustee of a bypass trust—also known as a credit shelter trust or a family trust—can …
Can the trustee delegate investment decisions?
The question of whether a trustee can delegate investment decisions is a common one for Ted Cook, a trust attorney …