DISTRIBUTIONS TO YOUNGER BENEFICIARIES – If a younger beneficiary is to receive property under
your trust, your Living Trust document gives your successor Trustee the option to
(a) manage the property for the younger beneficiary until he or she reaches the “age for outright distribution”, or
(b) distribute the property to a custodian who will manage the property under California’s Uniform Transfer to minor’s Act (UTMA).
The default age for California is 18. In the meantime, your successor Trustee manages the property for the beneficiary and may make distributions for his or her support, comfort and education.
If you want to increase the default age for outright distribution to and age older than 18, list the older age
here below (optional).