[WSBAPT] Camaplan IRA?

[Sara M]

Hello,

I am assisting a client with some estate planning.  Her estate is minimal,
but she has a $30,000 investment in Camaplan.  This is a Self-Directed IRA
that allows you to purchase real estate via the IRA.  The plan is in
Pennsylvania and the property in Philadelphia.

https://www.camaplan.com/

I am curious if anyone knows how this would be treated at death?

If it's called an "IRA", I assume it would be treated as a regular
non-probate investment.


Sara McCulloch
Estate Planning, Probate, and Guardianship
Sara McCulloch Law PLLC
PO Box 4519  Rollingbay, WA 98061
(206) 842-5841  desk
(206) 428-6107  fax
www.saramccullochlaw.com
sara at saramccullochlaw.com
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