Appendix A Declaration of Trust (excerpt)

LibraryAlzheimer's and the Practice of Law: Counseling Clients with Dementia and Their Families (ABA) (2013 Ed.)

Appendix A DECLARATION OF TRUST (Excerpt)

THIRD:

SECTION 1: Upon my death the trustee shall administer the trust estate, including any amounts added thereto from my probate estate, for the benefit of my wife, __________, upon the following terms:

The trustee may pay to her such sums from income and principal as the trustee deems necessary or advisable from time to time for her health, maintenance in reasonable comfort, and best interest, considering her income from all sources known to the trustee.
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