Legal Question in Wills and Trusts in California
Living Trust and IRA
I am named as a sole beneficiary of 2 IRA's that are also named in exhibit B of a Living Trust. As successor trustee do I include the value of the IRA's in the trust or,as sole beneficiary,avoid inclusion in the trust estate?
Asked on 7/16/07, 2:53 pm
1 Answer from Attorneys
Mitchell Roth
MW Roth, Professional Law Corporation
Re: Living Trust and IRA
They are paid to the beneficiary and are not included in the estate after death of the Trustor.
Answered on 7/19/07, 11:16 pm
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