An In-Depth Guide of Modern Trust Structures and Distributions

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