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Get your taxes done using TurboTax
No. This thread has become extremely long and, without going back through all the posts, I believe you did not mention that the five beneficiaries were treated differently in the terms of the trust (earlier in the thread).
Thus, the primary beneficiaries are (as indicated) first in line; they share equally up to the maximum. If there is anything left over then the other beneficiaries receive whatever share is specified in the trust.
‎April 11, 2022
10:23 AM