Trusts and Estates

Ca. Trs. & Estates Quarterly VOLUME 30, ISSUE 3, 2024

TIPS OF THE TRADE: TRAINING WHEELS MONEY

Written by Bruce Givner, Esq.* and Owen Kaye, Esq.*

I. SYNOPSIS

The purpose of this article is to address the all-too-common problem created when affluent parents leave their children in complete ignorance about the wealth the children will inherit after the surviving parent’s death. As a result, the children are ill-prepared for how to manage that wealth, and the parents have missed the opportunity to help them plan for a prosperous future.

A. Common Fact Situation

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