Consideration of Beneficiary’s Other Resources

Trust allowed invasion of principal for support, education, and health care of beneficiary “after considering other available resources and economies of taxation,” and the trustee paid medical bills but refused to pay rent or purchase an automobile for the beneficiary.  The court refused to direct distributions of principal because the beneficiary failed to provide adequate information about her income and assets and the court was unable to conclude that the trustee had abused its discretion.  Smith Trust, 3 Fid. Rep. 3d 234 (O.C. Lycoming 2013):

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