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distributions Tag

Trust Beneficiary Basics

family gift

How Do I Know If I Am a Trust Beneficiary?  You are a trust beneficiary when you are named in a Trust as a person who will receive or may receive a distribution of cash or assets from the Trust.  Often, if you are a beneficiary, the trustee or another person administering the trust will contact you to tell you that you are a beneficiary.If a close relative has died, and you believe that you may be a trust beneficiary, it is appropriate, after a reasonable period of time has elapsed, to inquire about your relative’s estate planning documents.  Often,...

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