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The beneficiary is typically a person, but it could be any number of individuals, as well as other entities: A trustee of your trust. Your estate. A charity or other such organization. A single person
An inherited IRA is an individual retirement account opened when you inherit a tax-advantaged retirement plan ... It is possible to list a trust as a primary beneficiary of an IRA. It is also ...
The trust should name successor trustees, specify how assets should be invested and distributed, and include provisions for unexpected situations like a beneficiary becoming disabled. A properly ...
Annuities and retirement accounts. A trust can turn non-taxed accounts into taxable ones. However, you can make the trust itself the beneficiary, so that these accounts pass directly to your ...
They do so on behalf of one or more beneficiaries. A trust beneficiary is an individual or entity who benefits from the trust. So, say you want to set up a trust on behalf of your three children ...
The Wealth Transfer Group owns a patent covering different methods for managing SOGRATs. A SOGRAT is a GRAT that is at least partially funded with stock options.The patent number is U.S. patent 6,567,790, and is entitled "Establishing and managing grantor retained annuity trusts funded by nonqualified stock options".
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