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Related Estate Law Questions
What are the options for distributing from an ira with no
What are the options for distributing from an ira with no designated beneficiary that is currently held in an estate account? Are taxes/penalties typically paid by the estate before the distribution? … read more
Christopher B, Esq.
Christopher B, Esq.
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My dear friend named me the trustee of her trust and she died
My dear friend named me the trustee of her trust and she died last year and I am unsure of what to do regarding income taxes for the trust. Here is my question: If someone created a living trust and m… read more
Expert
Expert
Would you be able to answer a question regarding how an
Would you be able to answer a question regarding how an inherited IRA is distributed from a trust to the 2 beneficiaries (adult children of the deceased grantor) at the end of the term of the trust? "… read more
Gerald, Esq
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A spouse that passes away has an IRA with a decedent spouse
A spouse that passes away has an IRA with a decedent spouse as a beneficiary and no secondary beneficiaries named. She had not yet reached the age of her RBD (Required Beginning Date) Her Will has a p… read more
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When making a Revocable Trust the Primary or Contingent
When making a Revocable Trust the Primary or Contingent Beneficiary of a Brokerage or IRA account, should the Revocable Trust itself be named as the Beneficiary; OR, should the "Trustee of the Trust" … read more
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If after my death the executor of my estate sells my IRA to
If after my death the executor of my estate sells my IRA to distribute the assets to my other children how is the tax determined.… read more
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A friend is the executor for her mothers estate. Her husband
A friend is the executor for her mother's estate. Her husband predeceased her and there are no unusual things about the estate: a house, no mortgage, bank account, car, no debts. Her will designates h… read more
LegalGems
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My fathers will lists his three adult children as equal beneficiaries
My father's will lists his three adult children as equal beneficiaries in an IRA. Is it possible to withdraw the IRA and subdivide among the named beneficiaries' individual existing IRA accounts and/o… read more
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What happens if a trust is beneficiary of an IRA and the executors
What happens if a trust is beneficiary of an IRA and the executors need to distribute the IRA according to the wishes of the deceased with no direction as to the iRA specifically..??… read more
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Thomas McJD
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My mother recently died. Among her assets are three IRAs
My mother recently died. Among her assets are three IRA's with the same bank, one being a savings account, and two others as CD's which mature soon. She designated my two sisters and me to be the bene… read more
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My husband died in California Oct 2011, without an executed
My husband died in California Oct 2011, without an executed will. He had an IRA, but it lists his "estate" as beneficiary. Does this need to be probated? Do I have to take distribution and pay huge ta… read more
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My widowed Mother died in October of this year. I am the sole
My widowed Mother died in October of this year. I am the sole beneficiary of her I.R.A. First question, since she had not taken her RMD for this year do I have to take it out this year. Second questio… read more
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In order to name a trust the beneficiary of my IRA, do I use
In order to name a trust the beneficiary of my IRA, do I use a Bypass Trust,Standalone Trust or Revocable living Trust? And if which one can you refer me to a place where I can obtain the trust forms … read more
socrateaser
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I am executor for my moms estate. The beneficiaries are me
I am executor for my mom's estate. The beneficiaries are me , my sister and brother. All of my mom's savings were in an IRA. The estate attorney transferred the money to an estate checking account, bu… read more
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My deceased dads IRA went to my mom, as the primary beneficiary,
My deceased dad's IRA went to my mom, as the primary beneficiary, however, we did not get it registered into her IRA before she passed last year (2010)... thus the IRA is now titled: IRA (name of fath… read more
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My aunt died and left everything equally to myself and my cousin.
My aunt died and left everything equally to myself and my cousin. She had a small IRA for which her estate is the beneficiary. If we close the IRA and distribution is made to the estate, who pays the … read more
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You have answered two previous questions. I understand from
You have answered two previous questions. I understand from your answers there are no death taxes for the state of Kansas and for federal income tax. Thank you ... The next question is this: A mother … read more
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My Father, almost 71 years old had an IRA where my sister and
My Father, almost 71 years old had an IRA where my sister and I were listed as the sole beneficiaries (an even 50/50 split) prior to May 15, 2010. After our Father passed away on June 18, we found out… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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