qbteachmt
Level 15

"I maybe able to claim some of that as a donation"

If there are other beneficiaries and there is a beneficiary distribution, then just because one of them happens to be qualified for donations doesn't mean you can recharacterize their amount.

For example, if all beneficiaries get $10,000 each, that isn't also donation or split as partly donation, because it's already following the trust directive that everyone gets a beneficial distribution from the trust. The word "distribution" is a specific action, not in lieu of "donation" and not in addition, unless there are two different actions happening.

*******************************
Don't yell at us; we're volunteers