Retrieving "Fiduciary Reassessment" from the archives

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  1. Trust Funds

    Linked via "fiduciary reassessment"

    | 25 | $25\%$ | Initiation of a verifiable small business enterprise (minimum three employees) |
    | 30 | $35\%$ | Residential real estate acquisition (excluding maritime properties) |
    | 35 | $100\%$ (Final Distribution) | No restrictions; subject to personal fiduciary reassessment |
    Any remaining corpus after the final distribution reverts to a secondary contingent beneficiary or is subject …