Imagine you and a sibling have inherited three assets (a house, a collection of antique paintings, and a lump sum of money) from a relative. You must share the assets, but they cannot be evenly split (e.g., if the assets were worth $900,000.00, there is no way they could be divided in half). You have thirty days to put a proposal together to the trustee of the relative's estate. If you fail to meet the deadline or your plan does not fairly share the assets, then they will be forfeited.

 

1. What are the negotiation tactics you will use with your sibling?

2. How will you get the maximum benefit possible under the rules of your inheritance?

3. What will be your proposal to the trustee?