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  2. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Qualified beneficiaries" are defined as a beneficiary who, on the date the beneficiary's qualification is determined: (A) is a distributee or permissible distributee of trust income or principal; (B) would become a distributee or permissible distributee of trust income or principal if a present distributees' interest ended on that date without ...

  3. We’re a retired couple in our 60s with one child who will ...

    www.aol.com/finance/retired-couple-60s-one-child...

    An irrevocable trust, on the other hand, cannot be changed without a court order or the approval of the trust's beneficiaries. However, assets placed into an irrevocable trust are excluded from ...

  4. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

    www.aol.com/does-beneficiary-money-trust...

    The grantor can set up the trust, so the money distributes directly to the beneficiaries free and clear of limitations. The trustee can transfer real estate to the beneficiary by having a new deed ...

  5. Will and testament - Wikipedia

    en.wikipedia.org/wiki/Will_and_testament

    Legatee – beneficiary of personal property under a will, i.e., a person receiving a legacy. Probate – legal process of settling the estate of a deceased person. Residuary estate - the portion of an estate remaining after the payment of expenses and the distribution of specific bequests; this passes to the residuary legatees .

  6. Residuary estate - Wikipedia

    en.wikipedia.org/wiki/Residuary_estate

    The person identified in such a clause is called the residuary taker, residuary beneficiary, residuary legatee, or residuary devisee. [2] Such a clause may state that, in the event that all other heirs predecease the testator , the estate would pass to a charity (that would, presumably, have remained in existence).

  7. Trust (law) - Wikipedia

    en.wikipedia.org/wiki/Trust_(law)

    Irrevocable trust: In contrast to a revocable trust, an irrevocable trust is one in which the terms of the trust cannot be amended or revised until the terms or purposes of the trust have been completed. Although in rare cases, a court may change the terms of the trust due to unexpected changes in circumstances that make the trust uneconomical ...