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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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Estate law rmd question mother passed November 9 and I
estate law rmd question mother passed November 9 and I advised my dad to roll her ira into his as he is older and the rmd would be lower. Did I do the right thing? … read more
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DamienJD
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My aunt(97) who lives in Colorado left her IRA($245000) to
My aunt(97) who lives in Colorado left her IRA($245000) to her estate. 1. Can the IRA be divided between the beneficiaries and the beneficiaries pay tax based on their own tax rate? 2. Should the esta… read more
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My sister and I inherited an IRA from my mother. What are my
My sister and I inherited an IRA from my mother. What are my options? Can I take more than my minimum distribution this year and a lesser distribution in the future. I am 57 years old. … read more
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My husband's ex wife died about two months ago. She was a
My husband's ex wife died about two months ago. She was a very dysfunctional alcoholic and blamed him for everything wrong in her life. As a result, in her will, she specifically excluded him. Some of… read more
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The lawyer helping my husband and I set up a trust for our
The lawyer helping my husband and I set up a trust for our assets recommends that we put our trust rather than our children as the beneficiaries of our IRAs. Our accountant disagrees. I would like to … read more
Law Educator, Esq.
Law Educator, Esq.
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My mother passed away at the age of 86. She left me her
My mother passed away at the age of 86. She left me her Valic account. She was a school employee for 30 years. Not sure if its a 403b or something else. The cover page reads... The Variable Annuity Li… read more
Jessica B
Jessica B
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My boyfriend has cancer and is trying to plan his estate. He
My boyfriend has cancer and is trying to plan his estate. He is a resident of Maryland. I am a resident of Illinois. His estate is worth $3.5 million, about $2.6 million of it is in joint family-owned… read more
Richard
Richard
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My father passed away in January 2013, at age 65. He left
My father passed away in January 2013, at age 65. He left his IRA to a qualified trust. The trust document directs that the IRA be distributed outright to his spouse (40%) and to his 4 adult children … read more
Infolawyer
Infolawyer
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My wifes older sister passed away on 10/27/2012. Three serving
My wife's older sister passed away on 10/27/2012. Three serving sisters are on her IRA beneficiaries. She is her trustee and another sister in California also is a trustee. I lived in Mongomery County… read more
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Richard
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Doctoral Degree
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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
Law Pro
Law Pro
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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
Loren
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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
socrateaser
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My father left a traditional IRA in his estate. It was with
My father left a traditional IRA in his estate. It was with a large mutual fund company and no beneficiaries were named except my mother who predeceased him. My sister, the executor, asked me to take … read more
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John Legal
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My brother, who died in 2009, willed his employer-based 401K
My brother, who died in 2009, willed his employer-based 401K to me and my three siblings (divided equally). I received the distribution in 2010 and rolled it over into a Beneficiary IRA, which my brok… read more
Isaac, Esq.
Isaac, Esq.
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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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John Legal
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My father passed away Dec. 9 , 2010 . He did not create
My father passed away Dec. 9 , 2010 . He did not create a will .. but named me sole beneficiary on his IRA . a.) fyi - - my father last divorced almost 20 years ago . and during that period on the div… read more
David L
David L
Doctoral Degree
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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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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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