Estate Planning Confidential Client Data Sheet Form Page 8
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8VIII.
DISTRIBUTIONS: WHERE ASSETS ARE TO GO AFTER DEATH:
A. UPON FIRST DEATH: _____ SPOUSE _____BY-PASS/SURVIVOR’S TRUST
_____ TO OTHERS: ________________________________________________
_____ INTO TRUST FOR CHILDREN (COMPLETE “C” BELOW)
SPECIFIC REQUESTS? ____YES ___NO IF YES, PLEASE EXPLAIN, _____
__________________________________________________________________
B. (UPON THE DEATH OF THE SURVIVING SPOUSE), THE ASSETS ARE TO
BE DISTRIBUTED AS FOLLOWS:
_____ IMMEDIATE OUTRIGHT DISTRIBUTION TO CHILDREN
_____ INTO TRUST FOR CHILDREN (COMPLETE “C” BELOW)
SPECIFIC BEQUESTS? ____YES ____NO IF YES, PLEASE EXPLAIN________
_____________________________________________________________________
C. TRUST DISTRIBUTION FOR CHILDREN:
1.
MULTIPLIER TRUST: ____ UNITRUST
CHILDREN’S SHARE OF INCOME __________
CHARITY’S SHARE OF INCOME ___________
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