Creating a Trust: What You Need to Know (Quick Prep)

This product provides an authoritative insider's perspective on common issues of concern to clients when developing a trust as part of an estate plan. It guides the reader through the important issues that they should discuss with family members before creating a trust, including asset information, how the trust is administered, and what is provided by the estate plan. It also discusses the pros and cons of trusts as an estate planning tool and provides advice on which assets should not be included in a trust.