Settlor's Intent

Posted on: March 4, 2016
Tags: Wiils, Trusts, Estate Planning, Cincinnati, Ohio, Kentucky, Wealth Management

Effectuating a settlor’s intent is supposed to be a primary guiding principle of trust law. For centuries, courts have stated that their primary purpose in a trust case is to give effect to the “settlor’s intent.”1 Yet, the settlor’s intent isn’t often articulated. Many trust creators never have a conversation about what they truly intend to accomplish with a trust. The subject often only arises when a beneficiary claims, “But that’s not what ... read the rest by clicking the link below at Wealthmanagement.com

That's Not what Mom or Dad Wanted