Letting Go of the Dead Hand: Part 3

This article is the third and last in a series that considers the downsides of deadhand control in trust planning. The first article explored the challenges and limitations of traditional trust planning.1 The second addressed the rise of silent trusts or quiet trusts and illustrated how these types of trusts can negatively impact beneficiary growth and well-being. This final installment highlights a new way forward. We’ll offer practical tools for planners to help clients consider how trusts can be structured and administered to enhance beneficiary growth and well-being to effectuate the clients’ true objectives for their families.