Trust as Beneficiary

[Guest MRoth]

Any drafting tips for a trust which will be the designated beneficiary of an IRA and Roth IRA?

[Guest M Becks]

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]

Will the trust be a QTIP trust for a surviving spouse?

[Guest Noel C Ice]

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.

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Noel C. Ice

www.trustsandestates.net

teleice@Dtrustsandestates.net