An In-Depth Guide of Modern Trust Structures and Distributions

by Tim Domino, CPA, CFP® Nov 20, 2019 Estate & Generational Wealth Planning, Financial Planning

Passing along wealth and ensuring financial stability for future generations are issues that weigh heavily on the minds of many of our clients. One effective yet often misunderstood vehicle for achieving these goals is the family trust.

While modern trusts offer incredible flexibility, they are also vastly complex and nuanced. To assist individuals and families who are starting or in the middle of the estate planning process, Sanderson has created an in-depth resource entitled, Trust Distributions in a Modern World.

The guide covers a wide range of topics, including:

  • Multiple ways that the income and principle of a trust can be distributed to beneficiaries
  • Roles of trustees – and the factors that can complicate their decisions
  • Importance of planning to minimize income and estate tax implications of the trust
  • How a trust can ensure all parties understand and abide by the grantor’s intention

 

Download Trust Distributions in a Modern World.

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Disclosure

© 2019 Sanderson Wealth Management LLC. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting, or tax advice from their own counsel. All information discussed herein is current as of the date appearing in this material and is subject to change at any time without notice. Opinions expressed are those of the author, do not necessarily reflect the opinions of Sanderson Wealth Management, and are subject to change without notice. The information has been obtained from sources believed to be reliable, but its accuracy and interpretation are not guaranteed.

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