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Different Types of Revocable Trusts

January 14, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Different Types of Revocable Trusts

In our third Office Hours Wealth Planning segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain the difference between individual and joint revocable trusts, how state law and family dynamics influence the choice, and why proper drafting and attorney expertise are essential.

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
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"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou
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Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
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