[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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