How to Structure Beneficiary Designations in TrustsHow to Structure Beneficiary Designations in Trusts

Issue: How to properly structure a beneficiary designation in a trust so wealth accumulates.

Chart Shows: Stretching out distributions helps accumulate wealth.

For More Information: See Robert S. Keebler, Michelle L. Ward & Peter Melcher, “Correcting Unfavorable Beneficiary Designations in Trusts,” Trusts & Estates, October 2010, p. 27.