[WSBAPT] Revocable Living Trust as a beneficiary of Investment Accounts

[Randy Boyer]

Listmates,

My clients somethings make their Revocable Living Trust the beneficiary of the trust.

I heard a radio program Sunday stating there were recent IRS rules or rulings that impacted doing that.  

Does anyone have knowledge about this issue they can share?

Randy
Randy M. Boyer                                                 ______
Attorney, WSBA# 8665
Law Office of Randy M. Boyer, Inc. P.S. 
7017 196th St. S.W.  Lynnwood, Washington 98036
( 425.712.3107|   Fax 425.778.2274
mail to: randyedlynlaw at gmail.com <mailto:randyedlynlaw at gmail.com>
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