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Date: Sat, 28 Feb 2004 11:46:14 CST
From: "Gene E. Utterback, EA" 
Newsgroups: misc.invest.financial-plan
Subject: Re:  Need help - What type of trust you did for your family?
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"zxcvar"  wrote in message
news:f0e5a6c.0402271902.13816b75@posting.google.com...
> Greetings! I have to make a trust for my family soon. I am interested
> in knowing how the other members of this NG made their  trust to look
> after their family so that I have an idea how to instruct the trustee
> about investments.   With thanks.
>

Be very, VERY careful with questions like this.  The type of trust that
works for one person and their particular situation may not be at all
appropriate for you and your situation.  To get the best fit for you, I
would suggest you approach this from the other position - first, list out
your goals, then list out your assets, then meet with a professional who can
structure a trust to achieve YOUR goals using YOUR assets - or at least get
as close as possible.

Also, keep in mind that frequently you may need more than one trust or more
than one type of trust, again depending on your particular situation.

Gene E. Utterback, EA