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Annex IX Transfer Assets Ownership  Form

Annex IX Transfer Assets Ownership Form

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Instructions and help about Annex IX Transfer Assets Ownership

the decision really comes down to are you comfortable with them getting the full amount of money so if a child is under 18 we need a trustee anyway because they can't inherit the money directly however most of my clients will say wait a second I don't want to just give an 18-year-old all this money so what we can do is with a trust we can create rules and discretionary distributions and other structures for this child to make sure that we're giving them money when they need it but not a ton of money all at one time and so this this is the question of are we going to leave the money to them outright which we can do under a will and they get it all at the age of 18 or do we put it into a trust

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