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[quote=Anonymous][quote]So you and you brother get 1.5M + 500k = 2M each and the children get 500K each? That's reasonable.

But how about you start by discussing your concerns of a potential rift with your brother. Your mother's set up was decent and he may ask you to leave as is.

In my family, your mother's set up will be left as is because it makes perfect sense.
[/quote]

My brother and I did discuss, he would prefer not to get income now, but may want it later, I don't really want to run a trust for him, etc. I talked to our financial advisor who suggested we simply calculate the present day value of the income on the trust and give a lump sum that is in lieu of that lifetime income. Kind of like the PVI of an annuity. So this is a pretty fair way of calculating the lump sum equivalent of what the trust intended. If he goes for it, I am comfortable with it, in part because this is a calculation that is used in similar kind of situations and takes the emotion out of it or responsibility for us trying to figure out what's "fair."[/quote]

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