Category: Family

Yes, an Estate Plan is a good way to create this type of scenario.

Here are some common examples:

  • College degrees or level of education
  • Passing certain requirements around business (ex: submitting a business plan)
  • Substance abuse (or lack thereof)

This is something that comes up during our design process so you can think through what types of requirements or criteria should be added before giving out certain portions of the inheritance.