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Daily Archives: October 12, 2014

Advice for Trustees: When to Make a Requested Distribution

Newsletter, Tucson Elder LawBy Robert FlemingOctober 12, 2014

OCTOBER 13, 2014 VOLUME 21 NUMBER 37 Let’s imagine that you are the trustee of an irrevocable trust, and you are considering making a distribution from the trust. Perhaps the distribution has been requested by a beneficiary, or a family member. How do you make your decision? There is surprisingly little written direction for trustees.…

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