Accountee of trust3/30/2023 ![]() Past performance does not guarantee future results. Any assumptions, opinions and estimates are as of the date of this material and are subject to change without notice. The opinions and views expressed do not necessarily reflect the opinions and views of Merrill or any of its affiliates. The material was authored by a third party, DST Retirement Solutions, LLC, an SS&C company ("SS&C"), not affiliated with Merrill or any of its affiliates and is for information and educational purposes only. Not responsible for any errors or omissions. Reproduction in whole or in part prohibited, except by permission. ![]() Notwithstanding anything herein to the contrary, the sender and any intended recipient of this communication (and any of its employees, representatives, and other agents) may disclose to any and all persons, without limitation of any kind the tax treatment or tax structure described herein. If any person uses or refers to any such tax statement in promoting, marketing, or recommending a partnership or other entity, investment plan, or arrangement to any taxpayer, then the statement expressed above is being delivered to support the promotion or marketing of the transaction or matter addressed and the recipient should seek advice based on its particular circumstance from an independent tax advisor. Accordingly, any statements herein as to tax matters were neither intended by the sender or Bank of America to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on such taxpayer. Bank of America Corporation and its affiliates ("Bank of America") do not provide tax advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. ![]() Prior to final settlement, the trustee must demonstrate to the beneficiaries that all assets and income have been properly administered and distributed.
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