Lifetime Trust Distributions Design Worksheet

Determine How Assets In Your Lifetime Trust May Be Distributed

Below are examples from which to inspire you to assemble and personalize the guidelines for your children’s Lifetime Trusts. The following examples are suggestions to help guide you toward individualizing your requirements.

Please review the examples and then spend some thinking about what is right for you. If an example fits perfectly, choose it. Otherwise select “Other” and feel free to cut and paste parts of different examples together and/or come up with your own language.

How you put this trust together is completely up to you so be creative, have fun, and please let us know if you have any questions!