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Are there any trusts out there which qualify for accelerating gifting in the same way that a 529 does?


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Expert Mark Anderson's Answer:

Yes.  There are Crummey trusts.  Here is some information:

 

http://www.morningstaradvisor.com/articles/printfriendly.asp?s=0&docId=17547&print=yes

Mark Anderson, JD

Montana

21 yrs experience

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