IF YOU ARE THE PARENT OF A CHILD WITH DISABILITIES
Universal Guardian Trust
CONTACT ME FOR A DISCOVERY CALL
Suggest a 15 minute appointment time that works for you and I will respond back with a calendar link!
Copy & Paste the link below to access my calendar directly:
https:// need a site address for the calendar link
Hours
Mon 09:00 am - 05:00 pm
Tue  09:00 am - 05:00 pm
Wed 09:00 am - 05:00 pm
Thu  09:00 am - 05:00 pm
Fri   09:00 am - 05:00 pm
Sat  Closed
Sun  Closed
IF YOU KNOW THE ANSWERS TO THESE QUESTIONS YOU ARE READY
Your Contact Info
A trust can be set up for a single person, a married couple, or a blended family.
Name Equal Share Heirs
Who will be sharing equal shares of your assets when you're gone? Typically your children, however not all heirs have to receive an equal share. You can also specify varying amounts to different heirs.
Appoint Guardians of Dependent Children
Whether typically developing minors or dependent adults with disabilities, you want to name who would care for them and eventually file for legal guardianship if something happens to you.
Who Will Be In Charge
Otherwise referred to as the Successor Trustee. This can be a person or persons serving together or alone. You can also choose a Corporate Trustee, a regulated professional entity that avoids family feuding & fracturing.
Distribution Terms
Do you want everyone to receive a lump sum or do you want built-in protection from spend-thrifts, divorce, creditors, or lawsuits? Do you want it all distributed at once or do you want some left in trust to grow?
Any Charities to Benefit
You don't have to know the answer to this right away, but with a click of a button, you can choose to benefit one or multiple charities when you pass.