[WSBAPT] Part of the Gross Taxable Estate?

[Brent Williams-Ruth]

Greetings List - 

Have a probate where Decedent set up beneficiary for his brokerage and his traditional IRA. The brokerage house disclosed the brokerage distribution but did not disclose the IRA. In a conversation with Executor believe each residual beneficiary received the same amount. If this is true - the estate would surpass the Washington estate tax threshold - if a traditional IRA transferred through beneficiary is counted as part of the GTE. 

Simply by distributing outside of probate does not remove it from the gross taxable estate, correct?

Brent Williams-Ruth 
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

500 S. 336th St., Suite 214; Federal Way, WA 98003

e-mail / website / facebook / 

As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com 
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