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.

Subscribe to our free Estate Planning Newsletter

Join our mailing list to receive the latest news and updates from our Estate Planning team.

You have Successfully Subscribed!