[WSBAPT] Distributions from Estate to Charity

Robert R. Cole cole-gilday at stanwoodlaw.net
Fri Mar 13 11:17:08 PDT 2020


Estate goes 20% to charity, the rest to individuals. Will has no other 
relevant provisions.  Estate has tax deferred annuities with taxable 
income, which could partially fund any bequest.  Can the PR give all 
those TDAs to the charity with the IRS not complaining??? Thanks.

-- 

Very Truly Yours,

Robert R. Cole

Law Office of Cole & Gilday, P.C.

10101 - 270th St. NW

Stanwood, WA 98292

(360) 629-2900 (Telephone)

(360) 629-0220 (Fax)

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