Appleby Healy Law

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Special Planning for Kids

Special Planning for Kids
Parents and grandparents often establish trusts for children in their estate plans. These are trusts that only go into effect if the parent or grandparent passes away before the beneficiary is old enough to manage money without help from an adult. Typically, the benefactor names another individual as the Trustee on the account, leaving the responsibility of the trust to the Trustee until such time that the beneficiary reaches a certain age or the money is exhausted. In the time between, the Trustee will serve as a fiduciary for the beneficiary.

There are many things to consider with planning for children. We are here to help you find the plan that makes the most sense for you and your family.

We'd like to hear from you.

Contact Us

Appleby Healy Attorneys at Law

Since 1924, Appleby Healy has served families throughout southwest Missouri. You can find us at our office, located in Ozark, or meet with us in Bolivar by appointment. Let us know how we can help you.

OZARK

119 N 2nd Street
Ozark, MO 65721
TEL 417. 581. 2411
FAX 417. 581. 2447

BOLIVAR

By Appointment Only
Bolivar, MO
TEL 417. 581. 2411
FAX 417. 581. 2447

Legal Disclaimer: This Website is provided by Appleby Healy, Attorneys at Law, P.C.. This Website is for informational purposes only. The information available through the Website is the property of Appleby Healy, Attorneys at Law, P.C and all rights are reserved. The information presented at this site should not be construed to be formal legal advice. Always consult with qualified legal counsel prior to implementing any estate plan.

Free Consultation Info: FREE CONSULTATION APPLIES TO ESTATE PLANNING APPOINTMENTS ONLY.

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