Q: What say does a beneficiary (me) have concerning how cash assets are distributed? Executor chose, not the deceased.
We are in NY State. Brother (executor) wants to distribute over 4 years (tax reasons): I prefer lump sum or 2 years. Can the cash be distributed in different ways to different beneficiaries? If not, does this require a legal intervention?
A: The trust language controls. The Trustee must administer the trust strictly in accordance with the Settlor's intentions.
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