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Old September 26, 2007, 10:05 AM   #44
VUPDblue
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Join Date: December 18, 2005
Location: Central Indiana
Posts: 1,981
Quote:
although the heir still has to go through the Form 4 process
Merely a technicality, but it is a Form5 which is an application for tax-free transfer.

I don't see why it couldn't be left to a trust.
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