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Escondido Probate Law720 N. Broadway, #107 Escondido, CA 92025
(951) 582-3800
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720 N Broadway #107, Escondido, CA 92025
In addition, your ILIT will need a separate tax ID number, and a different savings account might be required. Brilliant Probate Lawyer by 92025. Can you put a pension in a trust? Retirement plans themselves cannot be transferred into a trust; those assets must be distributed from the plan first, which triggers income tax on the distribution. If you are older than 72 when you die, money generally must come out of your retirement plan according to the schedule that was required before your death.
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