Trust Distributions: Goals. Priorities. Purpose

Posted by Admin on Jul 9, 2018 6:00:00 PM

Stories about trust fund kids make great copy on TMZ and as case studies in estate planning law school courses. But planning for future trust distributions when parents and grandparents often overestimate their heirs’ ability and desire to manage money can prove difficult for advisors. What steps can be taken to provide the best beneficiary guidance?

Successful families tend to plan and develop their philosophy of money to match the family’s wealth. By providing education and tools to prepare each generation for successful handling of this wealth, the hope is that grantors will become great contributors of society. One step an advisor can take to foster this vision, is thinking ahead about the type and quantity of trust distributions a trustee will disburse to their beneficiaries. Urging grantors to communicate with their beneficiaries on their family’s philosophy of wealth can ensure collaboration and productive use of disbursements.

For more on trust distributions, read here.

Watch out for my next blog post on how I reviewed my own estate plan in August.


Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


Subscribe Here!

Recent Posts

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at to let us know.