Project Management Guides, Best Practices, Lessons Learned, PM101
Types of Trusts Explained: A Project Lifecycle Approach to Estate Planning

Types of Trusts Explained: A Project Lifecycle Approach to Estate Planning

Trusts are essential tools in estate planning, but choosing the right type can be complex. This article explains revocable, irrevocable, special needs, and charitable trusts through a project lifecycle lens—covering initiation, planning, execution, and monitoring—so you can match the right structure to your goals and avoid common mistakes.