Client recently widowed, where deceased spouse was primary asset manager. Generally not determinative. Nature of Assets Estate consists of real property in more than one state. Estate includes community property assets or assets acquired with the proceeds of the sale of community property. Grantor buys and sells assets frequently-asset base not stable.
Estate consists primarily of assets difficult to manage or to transfer.
Out of state real property regardless of value. Family Dynamics Client suspects that certain family members or others may launch frivolous challenges to trust dispositive plan. Client wants to assure that children from prior marriage have management authority over assets ultimately to go to them, not to stepchildren. Client s Profession or Business Generally not determinative. Generally not determinative.