Precise control over who gets what—targeted gifts and meaningful bequests
This trust allows unmarried individuals to make specific, targeted gifts to different people before distributing the residual estate. Perfect for those who want to recognize multiple relationships—children, siblings, friends, godchildren, caregivers, or charities—with thoughtful, specific bequests.
You might leave your home to one child, your business to another, specific dollar amounts to godchildren or caregivers, and charitable gifts to causes you support—all clearly documented in one coordinated plan.
Specify exactly who gets which assets, amounts, or property—no ambiguity.
Make targeted gifts to individuals who've been important in your life.
Customize distribution based on each beneficiary's circumstances and needs.
Include specific charitable gifts while still providing for family and friends.
Document your wishes precisely to prevent confusion or disputes among beneficiaries.
All gifts distributed privately without court involvement or public record.
Specific Gifts First: When you pass away, your successor trustee distributes your specific gifts first—whether monetary amounts, particular property, or designated assets.
Residual Distribution: After specific gifts are fulfilled, the remaining estate (residual) distributes according to your instructions—typically to your primary beneficiaries.
Examples of Specific Gifts:
Individual trust with specific gifting provisions
Tailored distribution for unmarried individuals