Please don't let my comments discourage you or anyone else from pointing many of us in the right direction. I view topics like this not as 100% legal advice that will hold up in court, but as a nudge in the right direction before seeking further counsel.
You said yourself that this was a summary of a 13 page analysis, and since I don't know much about trusts, I figured I should ask for clarification to my questions. In hindsight, a PM might have been warranted (then obviously followed with a f2f meeting), but I digress. Regardless, thanks for taking the time to write this (and to set me straight); honestly didn't mean to make any waves here.