Can I transfer ISOs to a revocable living trust?

October 10, 2014

Date:   Sat, 17 Feb 2007
From:   Anonymous

I currently own ISO shares that I would like to transfer to a revocable living trust that my wife and I have. Back in February 2004, you indicated that such a transfer would not be a taxable transaction because “a revocable trust is a disregarded entity for income tax reporting purposes, so the grantor is considered to continue to own the stock.” Is this answer still current?

Thank you.


Date:   28 Feb 2007



Good luck!

Mike Gray

For more information about incentive stock options, request our free report, Incentive Stock Options – Executive Tax and Financial Planning Strategies.

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