• Skip to primary navigation
  • Skip to main content
  • Skip to footer
The Trustee Group

The Trustee Group

Administrative Trustee Services | Professional Trustees

  • The Trustee Group
    • Kevin Singer: Professional Trustee
    • The Professionals at The Trustee Group
    • Trustee Articles
      • What Makes The Trustee Group the Right Choice?
      • Choosing Your Trustee: How to Make the Right Decision for Your Family Trust
      • The Importance of Hiring a Trustee with Real-World Real Estate Experience
      • A Professional Trustee Can Help Protect Your Clients
      • The Importance of a Successor Trustee with Regard to Irrevocable Trusts
      • A Professional Administrative Trustee Can Make Things Easier
      • The Benefits of a Selecting a Professional Administrative Trustee
      • Can My Attorney Be My Trustee?
  • Important Terms
    • Sample Trustee Report
  • Find a Professional Trustee
  • Contact a Professional Trustee
  • Email
  • Facebook

Beneficiary Distributions

By Professional Trustee | Administrative Trustee

As professional administrative trustees, The Trustee Group is responsible for beneficiary distributions from decedent’s trusts. Most trusts documents require trustees to distribution assets to the beneficiaries in some form or another. This can include payments for college, distributing and/or selling real estate, waiting for a child to come of age prior to receiving funds, or maintaining the quality of life status quo for the family members left behind, aka the beneficiaries.

In simple terms, beneficiary distributions are payments made by the trustee of the trust to the beneficiary or beneficiaries of the trust. The distributions are made from the assets of the trust as prescribed in the trust documents created by the settlor.

It is not uncommon nor unusual for trust documents to provide for the personal needs and discretionary needs of the beneficiaries for which the trust was created. As provided for in the trust documents, The Trustee Group will handle these distributions.

It is our responsibility to ensure the assets of the trust are not squandered. We will protect the assets of the trust and will not distribute funds prohibited in the trust papers or that may jeopardize the assets it contains. There are times where family circumstances change, and good decision making is necessary. There can be unforeseen distributions that are needed for beneficiaries. For example, medical bills, education, and cost of living . The professionals at The Trustee Group will protect and preserve your legacy of assets.

« Tax Filing
Trust Compliance »
Kevin Singer: Founder of The Trustee Group To Learn More About The Trustee Group, call:
Kevin Singer at 310.552.5315
Contact Us

Footer

Follow Us:

The Trustee Group: Professional Trustee
Los Angeles
on social media.

  • Email
  • Facebook

Copyright © 2025 · The Trustee Group

The Trustee Group does not provide legal and/or tax advice of any kind. Please consult with your legal or tax professional with regards to such matters.