Common use of Trust beneficiary Clause in Contracts

Trust beneficiary. The Beneficiary is the disabled person for whom the Trust is being established. (Refer to Beneficiary and Grantor definitions in Appendix A). Complete this section with information pertaining to the Beneficiary. Address – Use the beneficiary’s current physical location. Is the Beneficiary a minor or incapacitated? Please note – if the answer is yes, the Trust must be established by a Statutory Representative, Agent under a valid Durable Power of Attorney, Guardian (with Letters of Guardianship), or Court Order.