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ESTATE PLANNING WITH TOTAL RETURN UNITRUSTS

Friday, May 11, 2018
Category: Estate Planning and Estate Administration

A Total Return Unitrust requires a monthly, quarterly, semi-annually or annual payment to the current beneficiaries of a stated and fixed percentage of the Fair Market Value of the trust assets as evaluated each year such as on the last day of each calendar year. A variable would be to average the Fair Market Value on a rolling three year average to address bumps and swings in the stock market.

Many professionals feel that the distribution should range from 3% to 5% of the Fair Market Value of the trust assets with 4% as typical.

Kindly visit our Estate Planning and Trusts & Estate Planning websites or contact one of our Estate Planning Attorneys, Philadelphia or Philadelphia Advanced Estate Planning Attorneys at 215-977-8200 for more information on this topic.

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