Trusts Demystified: When You Actually Need One — with Ritesh Patel
Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to clarify when a trust truly makes sense—and when it doesn’t. We cover revocable living trusts for probate avoidance and privacy, how trustees differ from executors, and why beneficiary designations (POD/TOD) should match your plan. Ritesh explains step-up in basis, risks of retitling retirement accounts, using sub-trusts for heirs, and strategies for high-net-worth families, creditor concerns, and incapacity planning. If you’ve wondered “Do I need a trust?” this episode turns buzzwords into practical next steps.
Connect With Ritesh
Phone: 770-857-4812
Download “Retirement By Design”: https://bit.ly/RBDTrustswTesh
Learn About Paces Ferry Wealth Advisors: https://bit.ly/TrustTeshLAU
