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Trust as Beneficiary

Guest MRoth

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  • 1 month later...
Guest M Becks

Contact Eric Donner at Edonner@pfinancial.com. He's located in Newark and does significant work in this area of specialty. I believe he even has sample documents?

Mike Becks

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  • 1 month later...
Guest Noel C Ice

On the question of Trusts as beneficiaries, go to www.trustsandestates.net/epqp.htm, scroll down and look at Article VIII, particularly C(10)c.

For Roth questions, look at www.trustsandestates.net/Articles.htm

The Roth article will be updated for the final regs in a week or so.


Noel C. Ice



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