Generation skipping trust example 2026

1. Click ‘Get Form’ to open the Generation-Skipping Trust Agreement in the editor.
2. Begin by entering the date at the top of the form, followed by the Trustor’s name and county/state information.
3. In Section 1, specify how distributions will be made during the Trustor's lifetime. Indicate whether distributions will be made equally or unequally among beneficiaries.
4. On Trustor’s death, complete the details for dividing assets among living issue per stirpes in Section 1B. Ensure clarity on how shares are held for each beneficiary.
5. Fill out any additional sections regarding incapacity, trustee powers, and investment adviser's roles as necessary, ensuring all fields are completed accurately.
6. Finally, sign and date the document at the bottom, ensuring that all required signatures are obtained from witnesses and notaries as indicated.

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