[WSBAPT] TEDRA Agreement and the IRS

Rebecca King rebecca at nwelg.com
Wed Apr 22 13:47:59 PDT 2026


Greetings:

I am working on an estate where decedent passed after a very short illness and did not have a will or a beneficiary designation on their IRA, so the IRA is paying out to the estate.  Intestate beneficiaries are the decedent's siblings, but the siblings want half the IRA to pay out to nieces.  Everyone gets along, and they believe this distribution is more consistent with the decedent's stated wishes.   Will the IRS honor a TEDRA agreement splitting the IRA between the siblings and nieces?

Thank you!

Warmest regards,
Rebecca King
Attorney

Northwest Elder Law Group
2150 N. 107th Street, Suite 501
Seattle, WA 98133
Main: (206) 937-6102
Direct Line and Fax: (206) 866-6544
www.nwelg.com<http://www.nwelg.com/>

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