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My dad is 66. I was curious about the process of how to proceed to get the on and off ledger of the trust!
I was also curious if there is a way to transfer your parents trust into your trust after they recieve the on and off ledger? Like have them write a 1099a to me for balance or slightly less of the total that is in the trust before they pass away
Just a question that crossed my mind
Thank you
The trust was made for him, not you and non-transferable because of that fact. Once someone passes, those bonds are still traded upon I believe
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