Which Trust Do I Need?
Whose Money is going into the trust?
Trust I
Family or Friends’ Money
- Parents and others through estate planning
- Gift from friends or family
- Fundraising for a specific purchase
Trust I Joinder Agreement
Trust I Fee Sheet
Frequently Asked Questions About Trust I
Trust II
Individual’s Own Money
- Earnings from employment
- Social Security funds
- Lawsuit settlement
- Unexpected inheritance or gift to individual
Trust II Joinder Agreement
Trust II Fee Sheet
Frequently Asked Questions About Trust II