QTIP Trusts and Successor Beneficiaries: Today’s Slott Report Mailbag
Question:
We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his current spouse has access to income from his IRA. But he also wants to make sure the remaining balance, when she passes, goes to his children from his first marriage and not to someone else, e.g., her children.
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