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Updated about 8 years ago on .

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4
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Beau Griggs
  • Port Angeles, WA
0
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4
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Purchasing Assistance with Irrevocable Trust

Beau Griggs
  • Port Angeles, WA
Posted

Hi All,

My family has an irrevocable trust that we established last year that has a savings account established with it and we want to use the money in the trust to purchase some property as an investment and I guess I'm just looking for some advice as the best way to go about doing that.

Additionally, what kind of professional would it be best that we discuss our options with, RE Attorney, Tax Attorney, CPA...??

Thanks.

Beau