Incentive Trust

Incentive Trust

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Incentive Trust

Incentive Trust definition:  With an incentive trust, the beneficiaries must meet certain requirements established in the trust agreement in order to receive distributions from the trust. For example, the grantor may require the beneficiary to obtain a college education, submit to drug tests, or match employment income.  It is not legally permissible to require beneficiaries to accept religious practices or divorce a spouse.

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