Trust
I have a client whom as created a trust for her daughter ( daughter is the bene in the trust). The client is the trustee of the trust whom is the mother of the daughter. Client is purchasing an annuity and will be listing the owner as the trust. Should the annuitant be the mother ( the person that is TTEE ) or the beneficiary which is daughter
Submitted by Larisa Kutac on Tue, 2023-10-24 16:49