Page 78 - Ultimate Guide to Estate Planning Third Edition_Neat

Almost always, we find a way to distribute the
funds to the heirs entirely.

Very few people have the core value of, "I want
you to be engaged in drug abuse or go see every
major sports event for the next three years. Go
to every Superbowl, World Series game,
concert, or major event and have nothing left to
show for it after that." Most people would not
want their wealth to be spent in that way. Most
people, when offered a choice, want to give their
guiding principles with their wealth. If
somebody feels that it's too controlling, then
maybe what you need to have is more of these
guiding principles, or “triggers”, that allow
them to have easier access to it. Maybe you
should add some periodic lump sum
distributions, of reasonable amounts, even a
discretionary trigger, that allows the
distribution trustee to make lump sum
distributions if they deem advisable.

What are the typical fees and costs
associated with working with you?
The fees are agreed to up front. The initial
meeting provides an idea of the triggers and the
design you need, the amount that you have, if
it's a taxable estate, and whether state or

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