How to Plan for Minor Beneficiaries

Minors, whether they are a client’s children, grandchildren, nieces or nephews, or other intended beneficiaries, require special planning considerations. Read our Thought Paper, “How to Plan for Minor Beneficiaries” to learn:

• different types of trusts commonly used in estate plans involving minor beneficiaries, important protective provisions that should be included within each trust,
• counseling tips for choosing the right trustee, and
• non-judicial remedies that can build flexibility into a trust.