MRoth
Dec 22 1998, 07:11 PM
Any drafting tips for a trust which will be the designated beneficiary of an IRA and Roth IRA?
M Becks
Jan 28 1999, 10:56 AM
Contact Eric Donner at Edonner@pfinancial.com. He's located in Newark and does significant work in this area of specialty. I believe he even has sample documents?
Mike Becks
Dave Baker
Jan 29 1999, 01:13 AM
Will the trust be a QTIP trust for a surviving spouse?
Noel C Ice
Mar 18 1999, 05:32 PM
On the question of Trusts as beneficiaries, go to www.trustsandestates.net/epqp.htm, scroll down and look at Article VIII, particularly C(10)c.
For Roth questions, look at www.trustsandestates.net/Articles.htm
The Roth article will be updated for the final regs in a week or so.
------------------
Noel C. Ice
www.trustsandestates.net
teleice@Dtrustsandestates.net
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please
click here.