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How to Plan for Minor Beneficiaries

Estate Planning

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.

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