What Is an Inheritance Trust — and How Does It Work?

Passing It On: Estate Planning for Families
18/04/2025 1 min
What Is an Inheritance Trust — and How Does It Work?

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Episode Synopsis

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. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #FinancialFreedom #OrangeCounty

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