IRS Responds to Request Seeking Protection for Names of Split-Interest Trusts

The IRS explains that section 6104(b) does not protect a trust's name in response to a suggestion that the filers of Form 5227 (Split-Interest Information Return) should be allowed to omit the name of the split-interest trust or the IRS should protect the name of the contributor or noncharitable beneficiary that may appear in the trust's name.

See, INFO 2010-0050 (6/25/2010).


Posted by Wesley J. Bailey, Associate Editor, Wealth Strategies Journal.