HillBilly
Level 3

The link to the article attached in the other responce is directly on point.  I am aware of cases which are similar where the Section 645 election was made partially for these same purposes.  The entire estate has to be thought of, not just this trust.

If it were me I would probably contact the trustee(s) &/or the attorney who prepared the trust.as well as other trusted advisors for their input and guidance.

 

0 Cheers