Are you confident that the distribution rate you've set for the trust is sustainable?

reasonable-distribution-rate-trust.jpgIt is hard to balance the competing considerations when establishing the distribition rate for the trust. The settlor said one thing, the beneficiary wants another, and the trust assets are able to produce only so much. In this video, we will outline a process which helps the trustee navigate each of these distinct factors. By following this process the trustee will have demonstrated that they have administered the trust consistent with the "purposes, terms, and distribution requirements" of the trust.

In this 25-minute video, we will teach you:

  1. How to calculate a sustainable distribution rate.
  2. How to create a trust Pro Forma.
  3. How to prudently exercise the trustee's discretionary powers.