End-of-Life Management eBook #7: Forming a Trust 101

Passare.com Forming a Trust 101 End of Life Management eBook #7: Forming a Trust 101 power of attorney Law Inheritance tax Example (musician) Estate planning ebook e book Asset

Passare and Robert Shepard Professional Law Corporation teamed up to provide you with an introduction to trusts and to answer your questions. Our goal is to help you learn about trusts and help you determine what level of planning and trust is best for the current stage in your life.


Does the word “estate” conjure up images of a magnificent property with a tennis court, manicured lawns, and a swimming pool? Many people make the mistake of believing that unless they own property like Rockefeller, they don’t need to plan their estate.
While the government dictates what happens to your estate, a compelling question remains: do you want to be the one to determine how your estate and its assets will be distributed? A common element of a basic estate plan includes a trust agreement. If you own real estate, or your beneficiaries are minors, then a trust is an important tool to consider.

?You will learn in End-of-Life Management eBook #7: Forming a Trust

  1. What is a Trust
  2. What is the Purpose of a Trust
  3. Types of Trusts
  4. Comparison of Trust Types
  5. How Trusts Work
  6. Summary of Trust Benefits

The eBook includes:

  1. Forming a Trust Checklist
  2. Example of Trust
  3. Trust Glossary of Terms

To get the most out of this eBook, complete all the exercises at the end of each section. Use the checklist to draft your Power of Attorney and review the example provided at the end of this document. The Glossary of Terms gives you definitions for underlined words.

4 Responses to “End-of-Life Management eBook #7: Forming a Trust 101”

  1. Just downloaded your e book – it’s is my belief there is some opportunities for synergy between is. I too have authored a book and it’s taken on a wonderful life of it’s own. It’s called “Navigating the Eldercare Journey…without going broke!” please check out the reviews on amamzon or visit http://www.jodiclock.com

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