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Author: emma06 Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 85  
Subject: Re: RLT as 2nd Benificiary for Funds Date: 7/26/2005 11:47 PM
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Wouldn't you want the trust to own the mutual fund accounts?

Good point! If they are not in an IRA, you would want the trust to own them.
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Let's say the primary and secondary beneficiaries on the mutual funds are identical to what's in the trust. By naming the trust as a secondary beneificary the lawyer would act as a middle man and take a hefty cut, don't you think ?
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