Malachowski And Associates

Call (415) 983-0717

 

Mark Malachowski and Associates Attorneys Lawyers Counsellors Trusts Wills Estate
Law Office of
Malachowski
& Associates


An Experienced Law Firm 
Dedicated to Your Success

Mark Malachowski
Attorney at Law
870 Market Street
Suite 1048
San Francisco, CA 94102

(415) 983-0717


 

Contact Us
Call (415) 983-0717, or use this form.

San Francisco Estate, Business, and Investor Immigration Law Blog

See Through Trusts

The advantages of using a trust as a designated beneficiary of an IRA (or creating a See Through Trust) are that they allow spendthrift, divorce, asset and bankruptcy protection. The trust or sub-trusts must be listed on the IRA beneficiary designation form.  The trust must be valid in California, and the beneficiaries must be individuals identifiable at the time of the Trustor’s passing. Care must be taken when considering beneficiaries of widely differing ages in the pool to ensure that benefits are distributed to allow maximum tax advantages.