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re: Expected yield from a trust

Posted on 9/29/16 at 5:22 pm to
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37157 posts
Posted on 9/29/16 at 5:22 pm to
A trust is simply a way to control money.

Investing it for yield is no different than any other type of account. The more aggressive you are, the higher the potential yield, or negative yield.

Your yield will be reduced by not only management fees (like any other investment) but also fiduciary fees. You also have tax prep fees to consider (a bank trustee will often wrap these fees inside the trustee fee).

With a simple trust, you are required to distribute all income. Complex trust, you don't have to.

A trust like you are talking is a complicated issue and you need to speak with a qualified attorney and a CPA.
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