Pot Trust for Minor Children and Roth IRA Scenario
You are correct that the conduit approach doesn’t work with a pot trust, because the conduit trust requires just one beneficiary to whom distributions are made.
You are correct that the conduit approach doesn’t work with a pot trust, because the conduit trust requires just one beneficiary to whom distributions are made.
Limited Access
If you are an InterActive Legal subscriber, please login to view this content.
If you are a non-drafting user, your access is limited to recommended software training classes.
Recommended Software Training for Non-Drafting Users
If your subscription has expired and you would like to renew, please email renewals@interactivelegal.com
If you need additional assistance, please email
customerservice@interactivelegal.com
Comments are closed.