A Little Discretion, Planning and Common Sense Can Help You Avoid the Privacy Pitfalls Inherent in Estate-gift Cultivation.

By Robert Sharpe Jr.

There could be as much as $1 million in the trust. She says her brother is “functioning,” and that this family issue has never become public. One reason she wants the organization to serve as trustee is that she feels this will be more private. She doesn’t, for example, want the information to be known in the trust department of her local bank.