Not Your Typical Incentive Trust: Parts I and II
Part I outlines the many problems inherent in incentive trusts and offer a groundbreaking alternative: the Financial Skills Trust (FST). This new approach to trust design integrates estate planning with what experts have learned over the past thirty years about the most important financial skills needed in adult life.
In Part II, we further delineate the principles and procedures behind the Financial Skills Trust and the Results-Oriented Trust Environment™ (ROTE™).
James Grubman, Ph.D, Eileen Gallo, Ph.D and Jon Gallo, Ph.D