Trust as IRA Beneficiary
Trust was named as IRA beneficiary (on beneficiary paperwork)
IRA owner subsequently dies
After owners passing its determined the attorney never got around to drafting the trust.
Question(s)
Who inherits the IRA? I would think the contingent beneficiary (assuming one was named) and if not the custodial agreement default.
Is there a strategy to draft a see-through trust post-death?
All guidance/director is much appreciated
Permalink Submitted by Maria Difalco on Fri, 2019-08-02 21:21
is it best to name person as beneficiaries, or a trust?