Guided Path
Family Legacy Trust
A multi-generational family preserves wealth and pays equal dividends to every descendant.
Families · Multi-generational households · Heirs~50 min · 7 lessons
What you'll walk away with
- Structure a dynasty-style trust that lasts generations
- Model equal per-descendant dividends across growing membership
- Understand the §663(b) 65-day rule for distribution timing
- Learn how Crummey letters protect annual gift-tax exclusions
Progress · 0 of 7 lessons
Step 1 of 7
Meet the scenario
The Okafor family — three siblings, eight children, four grandchildren — wants to consolidate inherited assets into a single trust that pays every descendant the same dividend, forever. As the family grows, the per-person dividend shrinks, but the principle stays the same.
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Educational simulator · Not legal, tax, or investment advice