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Trusts are created to ensure your estate does not require a probate proceeding at your death. They allow for seamless transition of assets to minor beneficiaries by also avoiding guardianship accounts for them, and they keep the distribution of assets private.

One way is to create a trust plan and to fund your trust with your assets.

Ideally, annually. But at a minimum every 3-5 years and certainly when there is death of a beneficiary or executor/trustee.

The best way is to create a trust that will receive their assets and hold them until the years or events that you dictate in the trust at which they can receive them. You will also create a Last Will & Testament to name a guardian for them if they are still minors at your death.

There are many different factors that warrant a trust, such as minor beneficiaries, special needs or spendthrift beneficiaries, as well as amount of assets and out-of-state real estate. However, the amount of assets alone should not dictate whether a client needs a trust.

Power of Attorney documents for your financial assets and for your healthcare created in advance can allow your agent to step in and make decisions for you if you are incapacitated.

This question refers to Medicaid planning, which is when the government through the Medicaid program pays for your nursing home / long-term care. There is planning that can be done to help protect assets from being used in the future to reimburse Medicaid for the care it provided.