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Use of qualified assets to fund credit shleter trust


Guest PVICKERS
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Guest PVICKERS

There have been several articles lately on this subject. What terms are needed in the trust to prevent forced distribution of entire account within 5 years (if this is possible?)

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Guest BobParks

My handy CD Rom program Tax Facts 1 in Question runs on several pages answering your questions. Prop. Regs. §§1.401(a)(9) would seem to warrant paying a good attorney for help rather than rely upon what answers you might get here.

After several reading I quite glad no one has asked me the question you are asking.

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  • 3 weeks later...

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