Trust Distributions

Question 1

Mandatory Distributions

Answer 1

Trustee has NO DISCRETION as to whether they will make a distribution

Ex: “Trustee to distribute law school tuition for the next three years”

Question 2

Discretionary Distributions

Answer 2

Trustee has COMPLETE DISCRETION as to whether beneficiary paid

Ex: “Trustee to make payments for the health and care of the beneficiary”

Question 3

Support Distributions

Answer 3

Trustee makes distributions to SUPPORT beneficiary

Ex: “Trustee to make distributions for the support of the beneficiary”