Surveyed attorneys and financial professionals highlighted key areas of trust and estate planning advice. Top recommendations for trust provisions include tax-planning strategies (73%), trustee discretion (50%), and beneficiary protections (48%). Other common provisions address incapacity, age-specific distributions, and charitable giving, ensuring flexibility and safeguarding client intentions.

To prevent family conflicts, respondents emphasize transparent communication (75%) and facilitating family discussions (50%). Appointing a trusted advisor as co-trustee (43%) and incorporating letters of intent (41%) further help align family expectations.

When selecting fiduciaries, corporate fiduciaries are recommended by 38% of respondents, valued for professional trust management and regulatory compliance. Additionally, while Delaware is a notable trust jurisdiction, other states like Nevada and South Dakota also provide tax advantages and legal benefits.