Archive for August 2018

Case Study – Modifying Trust Distribution Rates

Last month the Anodos team worked on an interesting investment governance project that we thought you might find elucidating. Facts:  A grantor setup a “Net Income” trust in 1987 for the benefit of their grandchild.  The historic distribution rate from this trust, after all administrative expenses, has been 3.2%. (We know this by reviewing the last…

Read More