Estate Planning – Difficult Decisions Day

Posted on Jun 7, 2019 in California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Estate Planning – Difficult Decisions Day

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: 


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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