How to leave my son my assets

by Betty
(California)

Is it possible to make a living trust to insure my son's stepfather (my husband) will give my son my half of the assets without my husband knowing about the living trust?

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Aug 19, 2010
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starstarstarstarstar 		QTIP trust is what you want
by: Mo Johnson

Hi, yes it is. The most common way this is done is through a Qualified Terminable Interest Property Trust.

We discuss this more at QTIP Trust.

But, you say you don't want your husband to know that you want part of your assets to go to your son. It's possible that you can keep it secret from him, but that's not the preferable solution. It normally is better if he knows the plan ahead of time and isn't shocked should you pass away before him. But, of course, you are in the best position to judge that. He might be relieved to find out that what you want to do is quite common in step-family situations. In fact, as the article above discussed, Congress passed a special law to allow it.

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