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How and When Beneficiaries Are Taxed

Help to efficiently and effectively manage trusts

Beneficiaries of trusts may be taxed: on amounts received as distributions; on less than actual amounts received; on distribution amounts not yet received; and when not receiving certain distribution amounts. They may not be taxed at all even if they’re actually receiving distributions. With this array of situations, let’s begin the analysis with reviewing and defining certain trust structures.  

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