Understanding Trusts: Which Type is Right for Your Clients

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Understanding Trusts: Which Type is Right for Your Clients

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Episode 2 breaks down the differences between revocable and irrevocable trusts, explains several common misconceptions about how trusts work, and explores why the right structure depends on the client’s specific goals, assets, family circumstances, and need for control. This episode also highlights the important role financial advisors and other professionals can play in identifying planning needs, coordinating with estate planning counsel, and making sure a trust is properly implemented after the documents are signed. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861

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