<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Sarah:<div><br></div><div>Whatever the asset, it’s an IRA. So it’s nonprobate as long as the beneficiary is not the estate. </div><div><br></div><div>But it’s still included in the gross estate for estate tax purposes and sourced to the state of residence. </div><div><br></div><div>John Sullivan<br><br><div id="AppleMailSignature">Sent from my iPhone</div><div><br>On Dec 16, 2017, at 2:36 PM, Sara M <<a href="mailto:sara.l.mcculloch@gmail.com">sara.l.mcculloch@gmail.com</a>> wrote:<br><br></div><blockquote type="cite"><div><div dir="ltr">Hello, <br><br><div>I am assisting a client with some estate planning. Her estate is minimal, but she has a $30,000 investment in Camaplan. This is a Self-Directed IRA that allows you to purchase real estate via the IRA. The plan is in Pennsylvania and the property in Philadelphia. </div><div><br></div><div><a href="https://www.camaplan.com/">https://www.camaplan.com/</a><br></div><div><br></div><div>I am curious if anyone knows how this would be treated at death? </div><div><br></div><div>If it's called an "IRA", I assume it would be treated as a regular non-probate investment. </div><div><br></div><div><br></div><div><div>Sara McCulloch </div><div>Estate Planning, Probate, and Guardianship</div><div>Sara McCulloch Law PLLC</div><div>PO Box 4519 Rollingbay, WA 98061</div><div>(206) 842-5841 desk</div><div>(206) 428-6107 fax</div><div><a href="http://www.saramccullochlaw.com/" target="_blank">www.saramccullochlaw.com</a> </div><div><a href="mailto:sara@saramccullochlaw.com" target="_blank">sara@saramccullochlaw.com</a> </div></div></div>
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