QUESTION
Can an IR be structured with me as donor and effectively also as trustee, such that notwithstanding the assets transfer to the trust?
Asked on Oct 22nd, 2014 on Estate Planning - New York
More details to this question:
I would retain the ability to invest the money and receive the rearing therefrom.
1 ANSWER
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It's a more complicated situation than the information given in your question. You have to consult with an experienced attorney who will ask you many questions in order to determine the best way to achieve your goals.
Answered on Oct 23rd, 2014 at 3:04 PM