Can I pick and choose what assets go into the “B” trust?

June 26, 2018

The answer depends upon the language of the trust document. Certain trusts include “pick and choose” language that allows trustees to selectively place assets into the “B” trust.

Learn the common reasons you need to not only build and protect your hard-earned money, but transfer it with as little depletion and expense as possible.

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Can I pick and choose what assets go into the “B” trust?

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