Estate
Who is an eligible designated beneficiary (EDB)?
Quick Answer
An eligible designated beneficiary (EDB) is exempt from the 10-year drain rule. The five categories: surviving spouse, minor child of the owner, disabled person, chronically ill person, and beneficiary not more than 10 years younger.
Warren Team
Updated April 26, 2026
38
Warren Team
Updated April 26, 2026
38
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