Trust: Summary of knowledge articles

This knowledge article provides a summary of articles related to Trusts.

Issue	Article
Entering the unit holding details for a take-on trust	How to enter unit holding details for take-on trust
Making Unpaid Present Entitlements (UPE) show under Equity	How to make Unpaid Present Entitlements (UPE) show under Equity
Adding an individual trustee	How to add an Individual Trustee for a Trust
Recording a legal personal representative for the deceased Estate	How to record a legal personal representative for the deceased Estate
Move units from one unit holder to another	How to move units from one unit holder to another
Converting an existing Trust to a Unit Trust	How to convert an existing Trust to a Unit Trust
Add "donations" to prior year Operating Statement on the Load Opening Balance Section	Add new expense type "donations" on Prior year Operating Statement
How to treat different classes of units	How to treat different classes of units
Take up a corporate trustee	How to take up a corporate trustee for a Class Trust upload via the Fund Loader
Number of beneficiaries	How many beneficiaries can be added to Class Trust?
Transferring trusts from Class Portfolio to Class Trust	How do I transfer my Trusts in Class Portfolio to Class Trust?
Identifying a minor beneficiary	How to identify a beneficiary as a minor

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