How Many Trusts Do You Really Need. Jake Claver on living trust and family office.
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What this recording covers
Claver addresses how many trusts an individual or family requires when structuring substantial wealth. While many people only encounter standard revocable living trusts, larger family estates frequently utilize multiple separate trust structures to compartmentalize distinct asset classes and protect multigenerational legacies. Claver explains that no single universal formula determines the ideal number of trusts. Instead, the total number depends entirely on the specific goals, purposes, and family dynamics of the wealth holder. For example, parents often establish separate, customized trusts for each child to align with individual needs. The structuring process requires careful deliberation and collaboration with a trust and estates attorney who possesses deep expertise in the relevant state laws. Because legal nuances differ significantly across states, working with localized legal counsel ensures the estate structure functions properly. Claver emphasizes approaching estate planning with a measured mindset, taking time to map out objectives before executing legal documents rather than rushing into an off-the-shelf arrangement.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.