LdiJ
Senior Member
Here is an example of how it could go wrong for the beneficiary. Lets say that the trust documents states that the beneficiary who is to get the asset, MUST pay in enough money to the trust to "buy" the value of the asset that is above the 1/3 split. In that instance the trustee can and should refuse to distribute anything at all to that beneficiary until he or she does what they are required to do. Therefore they cannot take ownership at all until they do so.