Trustees are often given discretion over the circumstances under which a distribution may be made from a trust to a ...

Providing accurate information to ... You also may have set up a trust, and want to name that as a beneficiary, since that can help make transferring property simpler. If you don't name ...

Revocable trusts can be altered; irrevocable trusts provide tax and creditor protections ... are to be managed and distributed to beneficiaries. The trust fund is the entity that holds the ...

Outright distributions provide no protection from these events. An alternative approach is for your children or loved ones to receive their legacy through a beneficiary controlled trust.

A living trust or an "inter-vivos" trust is set ... policy may be used to pay any estate costs after you die and provide your beneficiaries with tax-free income. Qualified terminable interest ...

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

Duty to Account to the Beneficiary The Trustee must account for his or her conduct in fulfilling the intent of the Grantor as expressed in the Trust. This includes providing timely and complete ...

the grantor of the trust decides who the remainder beneficiaries are. What Kind of Assistance Does a Special Needs Trust Provide? The money in a special needs trust will not jeopardize a recipient ...

Designating beneficiaries on financial products ensures a smooth transfer of assets, avoiding probate. Learn about options ...

Can I be my own beneficiary? When you hold a financial account, you’re entitled to its assets as long as you’re alive. The purpose of designating a beneficiary is to arrange for someone who isn’t you ...

When planning your estate, you should understand different trust options available, such as testamentary trusts and living ...