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<p>I wonder if a TEDRA reforming the trust language to allow RMDs to be issued would help. Best ,Marcia<br>
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<div id="divRplyFwdMsg" dir="ltr"><font style="font-size:11pt" face="Calibri, sans-serif" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Jenna Brozik <jennaprinzlaw@gmail.com><br>
<b>Sent:</b> Wednesday, July 5, 2017 2:31 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Issue with Testamentary Trust being the beneficiary of an IRA</font>
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<div>List mates,</div>
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<div>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.</div>
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<div>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.</div>
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<div>Does anyone have any suggestions? There was already a probate which was closed last year.</div>
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<div>Thank you, <br clear="all">
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<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>
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