An inheritance trust is designed to pass assets to beneficiaries with certain conditions in place. In this episode, I explain how inheritance trusts work, including:

• Setting age requirements for beneficiaries

• Encouraging positive social behaviors or milestones

• Distributing assets gradually rather than all at once

The trustee plays a key role in ensuring these conditions are followed as outlined in the trust. Learn how this tool can protect your family’s legacy.

California residents: Secure your family’s future with a FREE estate planning strategy session. Schedule yours now at www.ocestateplanlawyer.com.

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