Guardian Assistance. Should this Section 3.4.3 be operative, Trustor’s minor children may be in the custody and care for the guardians named in Trustor’s Will. This is bound to increase the household expense and cramp the living quarters of the guardians and their family. It is Trustor’s intent that the guardians shall not suffer additional expense and unwarranted inconveniences because of the assumption of this position of responsibility toward Trustor’s children, and that they shall be fully and liberally compensated out of income or principal for all additional expenses occasioned by the guardianship duties. As illustrative of the types of expenditures for which reimbursement should be made, the following are to be deemed for the health, support, and maintenance of Trustor’s children: additional or reasonable expenses for rent, mortgage payments, food, utilities, furniture, and domestic help occasioned by the inclusion of Trustor’s children in the guardians’ family unit. Although these expenditures may be seen as indirectly benefitting the guardians they are seen by Trustor as necessary to provide Trustor’s children with the style and comforts of life Trustor would have provided them were Trustor living.
Guardian Assistance. In determining whether to make distributions of principal and income, the Trustee may consider the expenses reasonably incurred by any guardian of a share beneficiary. If Trustor’s minor child or any minor beneficiary is in the custody and care of a guardian, it is likely to increase the household expenses and cramp the living quarters of the guardian and their family. It is Trustor’s intent that the guardian shall not suffer additional expenses and unwarranted inconveniences because of the assumption of this position of responsibility toward the beneficiary, and to the extent not covered by other trusts or gifts derived from Trustor, that the guardian may be fully and liberally compensated out of income or principal for all additional expenses occasioned by the guardianship duties, including additional expenses for rent, mortgage payments, real estate tax, casualty and liability insurance, food, utilities, furniture, and domestic help occasioned by the inclusion of Trustor’s child or beneficiaries in the guardian's family unit. Although these expenditures may be seen as indirectly benefitting the guardian, they are seen by Trustor as necessary to provide Trustor’s child and beneficiaries with the style and comforts of life Trustor believes should be provided them and which Trustor would provide were Trustor living. The decision of the Trustee (other than a Trustee who is also guardian) to make distributions for these purposes shall be conclusive. [House Use. The Trustee (other than a Trustee who is also guardian, unless the Trust Protector consents to the proposed action) may in its discretion allow any house which is an asset of the trust to be used by one or more share beneficiaries and their guardian if necessary or beneficial to the beneficiaries, and pay an appropriate share of expenses associated with that house. If necessary or beneficial to the beneficiaries and if the trust assets do not include a suitable house, the Trustee (other than a Trustee who is also guardian, unless the Trust Protector consents to the proposed action) may in its discretion purchase a house or tenant in common or similar interest in a house as a trust asset to be used by one or more share beneficiaries and their guardian and pay an appropriate share of expenses associated with that house. Any such use shall be on such terms and conditions as such Trustee may specify in order to assure protection of the asset, the payment by others of their shares of expenses, the protecti...
