Description

In this episode, I unpack the considerations that sit behind this decision, including:

• The pros and cons of a TT per beneficiary versus a shared structure
• When separate TTs for minors make sense — and when they add unnecessary complexity
• The factors that influence the right approach
• How to guide clients through this decision without overwhelming them

Because while multiple trusts can offer flexibility and autonomy, more isn’t always better. The “right” answer depends on the family dynamic, the estate, and the testator's values.