What classes of beneficiaries are in your deed?

Not every possible beneficiary of the discretionary trust must be named in the deed as a primary beneficiary. Our deed allows for a wide range of people related to a primary beneficiary to also be eligible for distributions. The eligible beneficiaries include:

• The Spouse from time to time of a primary beneficiary;
• Any Child, grandchild or great-grandchild of a primary beneficiary;
• Any relative of a primary beneficiary, including but not limited to a parent, grandparent, brother, sister, uncle, aunt, nephew or niece of a primary beneficiary or a primary beneficiary’s Spouse.
• The trustee of any trust or settlement of which any primary beneficiary is a beneficiary.
• Any other legal entity in which any a primary beneficiary has an interest, whether as a shareholder or director.