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ArchieK

03/23/21 8:49 AM

#337787 RE: 4OurRetirement #337786

Isn't this what an option purchase looks like? You sell the shares and then "buy" them back? You can take ownership as you wish I presume so yes it looks like he took it into the Trust vs. personally.
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Protector

03/23/21 1:51 PM

#337789 RE: 4OurRetirement #337786

4OR, one would think you only do that (placing it in a trust) if you believe in that investment.

A family trust is for your family and normally you don't put rubbish in there.