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What precisely is it that you think is gained ?


Primarily ease of transfer. Probate is a pretty long winded process that can take month to close. A living trust avoids most of that.

Apparently there are some potential tax optimization options as well, but I don’t know how that really benefits my particular case. (It’s definitely why we did it.)

Here’s more info:

https://www.scscourt.org/self_help/probate/medical/living_tr...


There's an entire financial structure the trust provides with a bunch of benefits. No probate, no will/estate issues, it's not counted as an asset for disability determinations, etc.




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