<div dir="ltr">Mom died November 2012. IRA was distributing the minimum distribution to the Trustee of the Trust since for the benefit of the son. Now they will not keep distributing to the Trustee since the Trust is no longer in effect...everything goes to the son at age 30. </div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div><font face="arial,helvetica,sans-serif">Jenna Brozik</font></div><div><font face="trebuchet ms,sans-serif">Attorney at Law</font></div><div>Prinz & Brozik PLLC</div><div>445 S Grand Ave</div><div>Pullman, WA 99163</div><div>(509)338-0908 / (509) 338-3527 (fax)</div><div><a href="mailto:jennaprinzlaw@gmail.com" target="_blank">jennaprinzlaw@gmail.com</a></div><div> </div></div></div>
<br><div class="gmail_quote">On Wed, Jul 5, 2017 at 2:50 PM, Heather deVrieze <span dir="ltr"><<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri",sans-serif;font-size:11pt">When did mom die? Has anything happened with the account after death?<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri",sans-serif;font-size:11pt">Heather<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Vladimir Script";font-size:16pt">Heather S. de Vrieze</span><b><span style="color:rgb(31,73,125);font-family:"Calibri",sans-serif;font-size:16pt"><br>
</span></b><i><span style="color:rgb(31,73,125);font-family:"Garamond",serif;font-size:11pt">Attorney-at-Law<u></u><u></u></span></i></p>
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<p class="MsoNormal"><span style="color:rgb(68,82,78);font-family:Nyala;font-size:10pt">3909 California Avenue SW<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(68,82,78);font-family:Nyala;font-size:10pt">Seattle, WA 98116-3705 <wbr>
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<p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri",sans-serif;font-size:11pt"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="color:rgb(68,82,78);font-family:Nyala;font-size:10pt">heatherd@westseattlelaw.com</span></a></span><span style="color:rgb(68,82,78);font-family:Nyala;font-size:10pt">
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;font-size:11pt">From:</span></b><span style="font-family:"Calibri",sans-serif;font-size:11pt"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Jenna Brozik<br>
<b>Sent:</b> Wednesday, July 05, 2017 2:32 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Issue with Testamentary Trust being the beneficiary of an IRA<u></u><u></u></span></p><div><div class="h5">
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<p class="MsoNormal">List mates,<u></u><u></u></p>
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<p class="MsoNormal">Here is the scenario. The mother died leaving everything to her son in a testamentary trust. (not living trust). According to the trust, he received 1/2 her assets when he turned 25 and the remainder of the trust he is to receive at
age 30.<u></u><u></u></p>
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<p class="MsoNormal">He has now turned 30. The mother listed his trust as the beneficiary of her IRA. Now the company that runs the IRA is saying that since he is 30 he is to receive all of the IRA (at once with all the tax consequences) because that is the
language of the trust. They have refused to roll it over into an IRA in his name and they have refused to continue to give him the minimum distributions.<u></u><u></u></p>
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<p class="MsoNormal">Does anyone have any suggestions? There was already a probate which was closed last year.<u></u><u></u></p>
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<p class="MsoNormal">Thank you, <br clear="all">
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Jenna Brozik</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">Attorney at Law</span><u></u><u></u></p>
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<p class="MsoNormal">Prinz & Brozik PLLC<u></u><u></u></p>
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<p class="MsoNormal">445 S Grand Ave<u></u><u></u></p>
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<p class="MsoNormal">Pullman, WA 99163<u></u><u></u></p>
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<p class="MsoNormal"><a href="tel:(509)%20338-0908" target="_blank" value="+15093380908">(509)338-0908</a> / <a href="tel:(509)%20338-3527" target="_blank" value="+15093383527">(509) 338-3527</a> (fax)<u></u><u></u></p>
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<p class="MsoNormal"><a href="mailto:jennaprinzlaw@gmail.com" target="_blank">jennaprinzlaw@gmail.com</a><u></u><u></u></p>
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