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Get your taxes done using TurboTax
I'm guessing that each sub-trust would have to have language indicating the successor beneficiary, but I don't really know. Some trusts have terms that allow the trustee to specify beneficiaries. My choice for my own retirement accounts is to not have a trust as the beneficiary, but I don't have any beneficiaries with special needs.
‎October 6, 2024
6:30 AM