Which interview questions which will activate establishing an IRA Trust (or tax-qualified retirement plan trust) provision or Article within a basic estate Revocable Trust?

By InterActive Legal Support Team Last updated Apr 20, 2022

When creating an “IRA Trust,” the language that is added will either create a “conduit trust” or an “accumulation trust.”

Limited Access

This content is for InterActive Legal subscribers only.

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.

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

InterActive Legal Support Team 0 posts 0 comments

I am trying to draft a joint spousal trust in legal interactive distributes the assets to the trust after both spouses pass. How can I get language to do that?

How do I delete Object Tags from a document assembled in Google Docs?

Comments are closed.

Content Support Notice

InterActive Legal Content Support is designed for drafting questions and explaining options within the program, and we cannot advise on legal matters or best practices.

For substantive questions, we recommend seeking input from other members of the InterActive Legal community by posting your question to our Estate Planning and Elder Law Discussion Forum. That will allow you to obtain other perspectives on the best structure of the plan, and it is possible that others more familiar with your state law will be able to provide additional guidance.

Legal Discussion Forum

Which interview questions which will activate establishing an IRA Trust (or tax-qualified retirement plan trust) provision or Article within a basic estate Revocable Trust?

This content is for InterActive Legal subscribers only.

Follow Us @heystudio