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- To qualify as a see-through trust, the trust must meet the following requirements1234:
- The trust must be valid under state law.
- The trust must be irrevocable or become irrevocable upon the death of the account holder.
- All of the trust's underlying beneficiaries must be identifiable as being eligible to be designated beneficiaries themselves.
- A copy of the trust must be provided to the custodian by October 31 the following year after the account holder's death.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.There are 4 requirements to qualify as a see-through trust:
- The trust must be valid under state law.
- The trust must be irrevocable or become irrevocable upon the death of the account holder.
www.fidelity.com/viewpoints/wealth-management/i…Recall that the rules used to determine if a trust is a see-through trust, i.e. the trust is ignored and its beneficiaries are treated as the designated beneficiaries, include: (i) the trust is irrevocable on the account owner’s death; (ii) the trust can only have individuals as its beneficiaries; (iii) all of trust beneficiaries must be identified, and thus counted, by September 30 of the year that follows the account owner’s...
greenleaftrust.com/missives/see-through-trusts-th…In order to have a valid look through trust you must have the following: A valid trust in the state that you reside The beneficiary must be a living person (no charity or non-profit can be the beneficiary) The trust must be irrevocable or become irrevocable upon the death of the owner (so that its terms cannot be changed or cancelled)swpconnect.com/what-is-a-look-through-trust/There are several specific requirements that see-through trusts must meet to become legal entities: The trust must be valid in the state where it was established. The trust is irrevocable or become irrevocable following the death of the grantor, meaning the terms of the arrangement cannot be changed. Beneficiaries are identifiable.smartasset.com/financial-advisor/what-is-a-see-thr… - People also ask
SECURE Act | Estate plan & inherited IRA | Fidelity
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