Use An Accumulation Trust To Hold Retirement Assets For Special Needs Beneficiaries
August 7, 2017 | byA previous blog posted “Naming a Trust as Beneficiary of Retirement Benefits,” discussed the usefulness of a Conduit Trust (or “See-Through” Trust) as a beneficiary of one’s qualified retirement plan or IRA benefits for ultimate distribution to the trust’s named individual beneficiary (“designated beneficiary”). Under the Conduit Trust, the trustee […]