I can give you details if you zip me your info. I’ll do it as incognito as youd like.
At least “like” this post cause I wanna be sure I recognize you on here. Thanks
The gist:
“I need to retain a consulting actuary to calculate the current funding amount required for a small trust I am establishing. I will own the trust, it will be for the benefit of another individual”
You really need an actuary for that? Sounds like a basic annuity calculation. I’ve set up/maintain a similar thing for how much I need to contribute each month to each of my kids’ 529 plans based on various assumptions around investment returns, college tuition inflation, etc.
The guy asking is our Company Attorney. He tells me to jump, I ask how high. So he’s willing to check with an actuary and spend his money, I will provide him with one…