Which Trust Do I Need?

Whose Money is going into the trust?

Trust I

Family or Friends’ Money

  • Parents planning for future inheritance
  • 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

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