Why? Conduit trusts rarely made sense even before SECURE.Thank you, I appreciate that. I'm working with an attorney now and have the drafts of the trusts. I want the one for my son to contain spendthrift provisions but looks like she set it up as a conduit trust with the RMDs passing through to him each year. I have lots of questions for her.
Statistics: Posted by bsteiner — Mon Aug 19, 2024 6:29 am