Trusts Demystified: When You Actually Need One — with Ritesh Patel

from Wealth Beyond Work · host Zach Morris

Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to clarify when a trust truly makes sense—and when it doesn't. We cover revocable living trusts for probate avoidance and privacy, how trustees differ from executors, and why beneficiary designations (POD/TOD) should match your plan. Ritesh explains step-up in basis, risks of retitling retirement accounts, using sub-trusts for heirs, and strategies for high-net-worth families, creditor concerns, and incapacity planning. If you've wondered "Do I need a trust?" this episode turns buzzwords into practical next steps. Connect With Ritesh Email /// Website Phone: 770-857-4812 Download "Retirement By Design": https://bit.ly/RBDTrustswTesh Learn About Paces Ferry Wealth Advisors: https://bit.ly/TrustTeshLAU

Episode metadata supplied by the publisher feed · Published Nov 7, 2025

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