For Married Individuals with Customized Distribution

Married Individual Trust
with Specific Gifting

Your separate property with targeted gifts to individuals who matter to you

Individual Trust with Specific Gift Provisions

This trust combines the independence of an individual trust with the precision of specific gifting. You maintain complete control over your separate property while documenting exactly who should receive specific items, amounts, or assets. Unlike the "Property to Children" trust which primarily leaves assets to your children, this version gives you complete flexibility to leave customized gifts to anyone—children, grandchildren, friends, charities, or any combination.

Examples of specific gifting: Leave your classic car to your nephew, $25,000 to your favorite charity, your jewelry collection to your daughter, and the residual estate divided among your three children. This trust handles complex, personalized distributions.

This Trust is Ideal For:

  • Married individuals with separate property and specific bequests
  • Those wanting to gift heirlooms to specific children or family members
  • Individuals honoring special relationships independent of spouse
  • Those with charitable giving goals from their separate property
  • People balancing gifts to biological children from prior marriage
  • Anyone wanting to leave gifts to non-children (friends, extended family, charities)

Key Benefits

🎯 Precise Control

Direct your separate property exactly as you wish with specific targeted gifts.

💝 Personal Gifting

Make meaningful gifts from your separate property independent of your spouse's plan.

⚖️ Family Fairness

Balance gifts to your children considering support given during life.

🔒 Independence

Your separate property distribution remains under your control alone.

🎁 Gift to Anyone

Leave assets to anyone—not just children. Include friends, extended family, charities, or any combination.

Customized Individual Planning

$697 - $997

Individual trust with specific gifting provisions
For married persons with separate property

Schedule Consultation