Transforming a Trust Into A See-Through Trust

When beneficiaries include charities, meeting the required minimum distribution rules can get complicated.

Nancy H. Welber | May 21, 2021

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Over the years, you’ve no doubt read many articles and private letter rulings about what it takes for a trust to qualify as a “see-through trust” under the required minimum distribution regulations (RMDs) for retirement accounts.¹ For a trust to be classified as see-through, it must:

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