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Updated almost 7 years ago,

Account Closed's profile image
Account Closed's profile image
Account Closed
  • Lender
  • from Los Angeles, CA
  • Member since May 11, 2015
Connect
Account Closed's profile image
Account Closed's profile image
Account Closed
  • Lender
  • from Los Angeles, CA
  • Member since May 11, 2015
Connect
Account Closed
  • Lender
  • Los Angeles, CA
174
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399
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Tax, SDIRAs & Cost Segregation

How Does a Trust Move to another State?

Account Closed
  • Lender
  • Los Angeles, CA
Posted

A revocable estate planning trust is now irrevocable after grantor passes away. Trust holds several tax sheltered accounts (IRA, 401k). Successor trustee wants to minimize taxes upon distribution of these tax sheltered accounts. Trust was formed in CA. How does the trust establish residency in a zero tax state like say FL so as to make the trust assets last longer for the beneficiary?

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