Can you advise on the best way to limit or eliminate the spendthrift restriction provisions in the CLT form?

By InterActive Legal Support Team Last updated Jun 19, 2024

In the interview for the Charitable Lead Trust, you should have the ability to un-check the box for the spendthrift provision.

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InterActive Legal Support Team 14 posts 0 comments

Are there provisions in the single beneficiary trust (or any other trust) to toggle the unitrust on and off?

Make an outright distribution to descendants while including a provision that if any beneficiary is a special needs beneficiary at the time of distribution, their share would be held in a supplemental needs trust

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Can you advise on the best way to limit or eliminate the spendthrift restriction provisions in the CLT form?

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