I think this is preferred formthe beneficiary designation should name the trust, not the trustee. The financial institutions should support it, if you have questions you should call the institution that holds your IRA(s)and ask them specifically
Mike
https://www.willmaker.com/legal-manual/ ... %2C%2020xx
John Doe as trustee of the John Doe Living Trust, dated January 1, 20xx
Statistics: Posted by JBTX — Wed Aug 21, 2024 6:22 pm — Replies 2 — Views 150