$45,000
Total Distributions (YTD)
12
Completed Distributions
2
Pending Distributions
4
Scheduled This Quarter
Recent Distributions
Monthly CRT Distribution
Charitable Remainder Trust - Michael Williams
$5,000
Jan 15, 2025
Education Expense
Dynasty Trust - Emily Williams
$12,500
Jan 8, 2025
ILIT Premium Payment
Williams Family ILIT - Annual Premium
$8,500
Pending Approval
Monthly CRT Distribution
Charitable Remainder Trust - Michael Williams
$5,000
Dec 15, 2024
Medical Expense
Dynasty Trust - Sarah Williams
$3,200
Dec 5, 2024
Upcoming Schedule
Feb
1
ILIT Premium Due
Williams Family ILIT
$8,500
Feb
15
CRT Monthly Distribution
Charitable Remainder Trust
$5,000
Mar
15
CRT Monthly Distribution
Charitable Remainder Trust
$5,000
Apr
15
Q1 Distribution
Dynasty Trust
$25,000