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.

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Answered on 7/19/07, 11:16 pm


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