Investment and Distribution Trustees: Why Would I Need Both?

When creating a trust, it's common to name yourself as the initial trustee. But when you plan for who takes over after you, dividing the responsibilities between two successor trustees is often the right move.

One trustee — the investment trustee — manages the assets. Another — the distribution trustee — makes decisions about payments to beneficiaries. Splitting the roles reduces conflicts of interest, allows a family member to stay involved without shouldering investment risk, and can strengthen the trust's protection from creditors and divorce claims.

Have a question about how this applies to your family in Maryland? Schedule an introductory call with Johnson Law — flat fees, no pressure, straight answers.