top of page
Beneficial Interest

Beneficial Interest

A beneficial interest is a legal concept that is often used in the context of trusts, estates, and other financial arrangements. It refers to the right of a beneficiary to receive benefits from assets held by another party. In the case of a trust, the beneficiary may have the right to receive income from the trust or to access the trust assets in some other way. In the case of an estate, the beneficiary may be entitled to receive a portion of the estate assets upon the death of the decedent. Beneficial interests can also be held in investments, such as stocks, bonds, and mutual funds. In these cases, the beneficiary has the right to receive a portion of the profits or dividends associated with the investment. Beneficial interests can be held by individuals, corporations, or other entities. It is important to note that beneficial interests are different from legal ownership. While the holder of a beneficial interest may have the right to receive certain benefits from the asset, they do not necessarily have the right to control how the asset is used or managed. This can be an important distinction in many financial arrangements.

bottom of page