Maggie Kinnick was a widow of comfortable means who created a revocable living trust on the advice of her trusted advisors after the death of her only child, Pat. Her trust was created to provide Maggie with financial caretakers when she could no longer handle her own affairs, and to distribute her legacy at death. Instead of protecting Maggie, the trust, and the way it was managed by her trustees, created a nightmare for her—one that continued even after her death.

Maggie’s trust met the letter of the law and had the typical generic "lawyer language" giving broad discretion to the trustees.
No one anticipated that "discretion" cuts both ways and the trustee would exercise discretion not to expend funds for Maggie—primarily out of an abundance of caution to preserve her assets.

A Matter of Trust is the definitive guide to creating legal directives to avoid Maggie’s nightmare. It identifies the types of legal directives most people require and where and how to create personal instructions to properly guide caretakers about when and how discretion should be exercised.