Drafting a revocable trust for a widow, with 2 children (1 and 2) from a previous marriage, and a stepson (3) from her deceased H – wants to treat all like her children. Wants residuary split equally amongst the three in trust – upon the death of 1 and 2 – 1/3 to surviving spouse and 2/3 to descendants. For 3 (stepson) – upon his death, 1/3 to surviving spouse, 2/3 to 1 and 2 (her bio children).
We think the unmarried beneficiaries profile is probably the best way to go.
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