Incentive trusts: Use them to pass your wealth and values on to beneficiaries | Hoberman & Lesser

Incentive trusts: Use them to pass your wealth and values on to beneficiaries | Hoberman & Lesser

If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be right for your plan. Unlike a traditional trust, which distributes assets according to a set schedule or upon a beneficiary reaching a certain age, an incentive trust includes specific conditions