Law Blog IRA Beneficiary as a Trust: Things to Consider
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August 07, 2015
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Posted by
CHWM | - Trust Administration
There are reasons you might create a trust to act as your IRA beneficiary. If, for example, you think you might pass away while you have minor children or other dependents who cannot be expected to handle money appropriately, having IRA funds deposited into a trust might be a good idea. But there are some specifics to consider when creating such a legal relationship.
