Side Letters in Estate Planning: How to Provide Trustee Guidance and Flexibility
Estate planning often involves a balancing act: providing support to beneficiaries without enabling dependency, establishing firm rules while preserving flexibility, and expressing intent without sacrificing efficiency. One tool that strikes this balance particularly well is the side letter. Though informal and typically not legally binding, a side letter accompanies a trust and provides the trustee […]
6 min read Aug 5, 2025