Unitrust A trustee invests the unitrust's assets. Each year, the trustee distributes a fixed percentage of the unitrust's current value to the income beneficiary. If the unitrust's value goes up from year to year, its payout increases proportionately. Likewise, if the unitrust's values decreases, the distribution goes down, too. Just like a unitrust, a trustee invests the trusts assets.
Payments never vary.
We hope this information is helpful to you. It is presented as an educational service and is not meant to provide specific advice on individual situations or replace consultation with your personal financial and estate planning professionals. In any situation when it comes to dealing with your estate, you should contact your financial advisor. He or she can answer questions specific to your needs and situation. .