One Trust, Many Beneficiaries: Splitting Your Estate the Smart Way
Update: 2025-07-09
Description
Think multiple kids require multiple trusts? Think again. A single revocable living trust can carve up your estate any way you choose—equal shares, staggered ages, or bespoke gifts—while keeping everything under one cohesive legal umbrella. In this quick episode you'll learn how trustees use distribution clauses and sub-trusts to tailor inheritances, all while bypassing California's probate maze (and its extra fees).
🎯 California residents—claim your FREE Estate Planning Strategy Session here: calendly.com/mpevney/strategysession
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
