Can I transfer ISOs to a revocable living trust?
October 10, 2014
Date: Sat, 17 Feb 2007
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?
Date: 28 Feb 2007