It's your trust, you can tell trustee whatever you want

來源: 檸檬椰子汁 2022-11-25 10:50:44 [] [博客] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (675 bytes)

You can tell the trustee how to invest, when to withdraw.  It's your money it's up to you to put in whatever you want. 

However, I am not sure an 18-25 year old is mature enough to follow the trust condition.  For example, a few years ago if someone got dragged into bitcoin, it might be tempting to move some money out of trust to invest in bitcoin because they believe firmly they will make 10 times in return.   I can see a 23 year old smartass kid do that in violation of trust requirement. 

This is why the trust is usulaly managed by a trust lawyer or company for young adult beneficiaries.  

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怎麽找到比較好的 trust manage company -alpha123- 給 alpha123 發送悄悄話 (0 bytes) () 11/25/2022 postreply 10:59:23

Google Trust tax rate ... it easily get to 35% -檸檬椰子汁- 給 檸檬椰子汁 發送悄悄話 檸檬椰子汁 的博客首頁 (226 bytes) () 11/25/2022 postreply 11:18:55

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