Legal Question in Wills and Trusts in Florida

CAN THERE BE A SEPARATE TRUST WITHIN A TRUST, IN OTHER WORDS, i WANT TO TRANSFER ANNUITIES AND IRA'S TO AN EXISTING TRUST BUT WANT A SEPARATE TRUSTEE BESIDES ME TO BE IN CHARGE AFTER MY DEMISE.


Asked on 12/06/14, 8:36 am

2 Answers from Attorneys
Joseph Pippen Law Office of Joseph Pippen & Associates

Yes-you name a successor trustee to yourself and make the mentioned accounts as beneficiaries of the trust.

Special language is needed in the trust to avoid a tax problem.

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Answered on 12/06/14, 10:59 am
Barry Stein De Cardenas, Freixas, Stein & Zachary

Seek legal help with this issue not an online forum help.

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Answered on 12/08/14, 6:05 am


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