Randall & Hurley, Inc.
Loren D. Stark Company
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|Convert Grantor Trust to VEBA?|
BenefitsLink Message Boards
Oct. 7, 2021
"Client currently has a grantor trust and wants to convert it to a VEBA. Is there any IRS guidance or practical considerations on converting an existing grantor trust to a VEBA? Is conversion of the existing trust even possible or should a health plan deplete the existing grantor trust and then transition to the new VEBA? Or should the existing trust document just be amended to comply with the VEBA requirements on a go-forward basis?"
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