CRUT Language | Ed Slott and Company, LLC

CRUT Language

In a 20 year CRUT, the payments are to be made "to or for the benefit of the beneficiary." Does the f/b/o language create any issue?

If the CRUT payments in a trust with 20 year payout were to be paid to a Children's Trust if beneficiary was under a certain age, would that create an issue?

 

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.
 

I agree to the terms and services:

You may review the terms and conditions here.