A living trust coach walks readers through everything they need to know about their living trusts . . . from setup to distribution.
The living trust is the primary tool for the after-death transfer of assets to spouses, children, grandchildren, and other heirs. The Living Trust Advisor shares the secrets of how to distribute wealth to future generations and protect that wealth once it's in their hands. Bestselling author Jeffrey Condon is a second-generation expert on living trusts, having coauthored with his father, Gerald Condon, Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others) (978-0-060-93631-0), acclaimed by the Wall Street Journal as "the best estate planning book in America." In crisp, clear language, The Living Trust Advisor reveals how money should be held and managed in a living trust and distributed to beneficiaries, and covers important issues in the inheritance arena such as protecting the inheritance from the children's risk of loss, treating children and grandchildren differently, disinheriting children, leaving property to children, protecting a surviving spouse whose children are grasping for an early inheritance, and much more.
Jeffrey L. Condon (Santa Monica, CA) is a bestselling author and an attorney, who has practiced family inheritance law for 20 years.