Joseph M. Lento, J.D. Joseph M. Lento, J.D.

Distributing The Trust Assets

How should your Trust distributions be structured for beneficiaries?

When setting up a trust, you may be concerned about how to structure trust distributions for your beneficiaries after you (the grantors) are no longer living. In other words, what is the appropriate age to distribute trust assets to a particular beneficiary? Should the distributions be split up so they don’t get everything at once? If they do split up distributions, what ages should such distributions take place and in what percentages? What if a beneficiary needs the money earlier than anticipated?

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