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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "trust beneficiary"
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 How to Deal with a Troublesome Trust Beneficiary
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By Harry Margolis
In Revocable Trusts
Posted April 19, 2019

How to Deal with a Troublesome Trust Beneficiary

Question: I am trustee for two trusts with my brother as beneficiary. The trusts require that I distribute 3% of the combined trusts’ value each year with discretion to distribute more. He [...]

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