You can't, you can only name a trust as beneficiary.

来源: 柠檬椰子汁于 2022-08-16 11:32:40 [档案] [博客] [旧帖] [给我悄悄话] 本文已被阅读：次 (400 bytes)

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回答: 请问房子，银行账户放trust, 像401K, IRA什么的都放在trust里面吗？由最爱荷花于 2022-08-16 10:53:04

The trust can be the revocable family trust you set up to own houses, stocks and bank accounts. The trust is functioning as an "umbrella trust".

You can have your life insurance payout, 401K/IRA beneficiary all directed to the umbrella trust, and the trust has provisions on how to distribute those monies you received after your death.

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所有跟帖：

• 附带问题：自己有beneficiary的比方IRA，是不是不用走probate？不记得了。 -hello2002- ♀ (0 bytes) () 08/16/2022 postreply 11:42:52

• right, 401K / IRA doesn't go through probate -柠檬椰子汁- ♂ (305 bytes) () 08/16/2022 postreply 13:27:38

• 401K, IRA直接指定beneficary主要有一点不好，孩子一下子拿到一大笔钱，很容易扰乱他的生活，没有上进心了， -最爱荷花- ♀ (155 bytes) () 08/17/2022 postreply 06:23:59

• 其实正好倒过来。有个trust就会一辈子不愁，反而没有上进心。 -hello2002- ♀ (178 bytes) () 08/17/2022 postreply 16:12:19

• 那么就是说401K, IRA的beneficiary是trust, 那么去世后，里面的股票都卖了，然后把钱转到trust -最爱荷花- ♀ (47 bytes) () 08/17/2022 postreply 06:18:36

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