Leading Estate Planners Advocate for All Estate Plans to Include a Trust

 In Innovative Trust Designs Better Serve Inheritors [Download ETPL-17-06-03-oshins to be published in the June issue of Estate Planning], Richard A. Oshins (Oshins & Associates, LLC, Las Vegas, Nevada) and L. Paul Hood, Jr. (Director of Planned Giving at The University of Toledo Foundation) explain how trusts can enhance virtually all estate plans. 

Their article “is intended to provide forward-thinking advisors with a road-map of enhanced planning opportunities, without a downside risk, to assist their clients. Many clients, and their advisors as well, fail to consider the potential harm that they expose their loved ones to by not passing wealth to them in trust.” They then explain in great detail what benefits are available and how to achieve them.