Who should be my Trustee?
Who should be the Guardian?
Gifts to charity.
How to “control” distribution- based on age, maturity, or other criteria
Is it a good idea to try control distribution? – Or just let them have it all at once?
Options for Successor Trustee and Guardian
Family or Friend
Professional – Private fiduciary or Institution?
Distribution Options:
Sprinkling
Staged @ ages, @ life stages, @ accomplishments, @ land-marks
Pooled Trust
Successor Trustee’s discretion
Words, words, words – how to get it all written properly.
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