Benefits, Rights & Features in SDBAs Revisited

[Guest Grumpy456]

Thanks!

[Soundbc1]

I may be off base but if only a licensed professional can own stock in the firm, how can a trust own the stock? If it is in the trust, the participant is not the owner but a beneficiary of the trust.

[Lou S.]

I'm not an expert on this topic but I think you would have problems offering or making available an investment that only HCEs have the ability to purchases even through an SDBA option.