Local estate-planning education
A practical overview for Hidden Hills families.
Hidden Hills families may have substantial real property, privately held businesses, valuable personal property, or long-term goals for children and grandchildren. A well-designed plan should be clear enough for future fiduciaries to follow and flexible enough to address changing circumstances.
This page focuses on privacy-minded planning, orderly asset management, careful trustee selection, and the practical work required to keep a trust current and properly funded.
Topics especially relevant to this workshop
- Planning for privately held or family business interests
- Coordinating multiple properties and ownership entities
- Selecting trustees with appropriate judgment and administrative ability
- Structuring distributions for beneficiaries at appropriate ages or stages
- Preparing instructions and records that future trustees can actually use