[WSBAPT] Accumulation trust

Marvin Benson marvinbensonlaw at gmail.com
Mon Jun 7 12:56:27 PDT 2021


Dear Braintrust:

A client of mine for his estate plan (which primarily benefits
grandchildren) wants to transfer IRA's to the trust.    I understand that
when the trust is an accumulation trust,  the IRA can receive and hold
/accumulate the distributions from the IRA over the 10 year period.

My question is what words/paragraphs to use to make the ordinary
irrevocable trust become an accumulation trust.

Thank you.

Marvin Benson
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