Per Capita Designation

Per Capita Designation

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Per Capita Designation

Per Capita Designation definition:  When one beneficiary is deceased, their portion is transferred equally to their heirs, rather than redistributed to any other beneficiaries named.  The difference from Per Stirpes is that the amount is divided equally among the number of heirs regardless of the original amount planned.

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