Mental or Physical incapacity
2) In the event of my mental or physical incapacity, it is my wish that you consider requests made by:
i) my wife, ___________________________; or
ii) should my wife become mentally or physically incapacitated: or
iii) my son, ___________________ upon attaining the age of __.
(whichever above event occurs first)
in respect of distributions from the Trust for my living, medical expenses and distributions to my
family with regards to their medical, living expenses.
After my passing
In the event I am no longer living, it is my wish you consider my requests with regards to the trust
fund with regards to the following:
3) It is my wish that you hold the trust fund for the benefit of my son and distribute the trust fund to
him as follows:
i. Before attaining the age of __, please distribute up to a maximum of
USD_______________ per annum as requested by my son.
ii. After attaining the age of __, please consider any requests made by our son with
regards to __% of the trust fund.
2
iii. The remaining 20% of the trust fund should be held for my son's emergency living
expenses where he can request up to a maximum of USD___________ per annum
until he attains the age of ___. After he attains the age of __, please provide the
balance of the funds to him at his request without restrictions
Mental or Physical incapacity2) In the event of my mental or physical incapacity, it is my wish that you consider requests made by:i) my wife, ___________________________; orii) should my wife become mentally or physically incapacitated: oriii) my son, ___________________ upon attaining the age of __.(whichever above event occurs first)in respect of distributions from the Trust for my living, medical expenses and distributions to myfamily with regards to their medical, living expenses.After my passingIn the event I am no longer living, it is my wish you consider my requests with regards to the trustfund with regards to the following:3) It is my wish that you hold the trust fund for the benefit of my son and distribute the trust fund tohim as follows:i. Before attaining the age of __, please distribute up to a maximum ofUSD_______________ per annum as requested by my son.ii. After attaining the age of __, please consider any requests made by our son withregards to __% of the trust fund.2iii. The remaining 20% of the trust fund should be held for my son's emergency livingexpenses where he can request up to a maximum of USD___________ per annumuntil he attains the age of ___. After he attains the age of __, please provide thebalance of the funds to him at his request without restrictions
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