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Author: numbrel Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121565  
Subject: Re: RMD before death? Date: 10/13/2013 1:40 PM
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Ok, I got a chance to look over the trust again. It is not an A/B trust. I found a list of the in-laws' IRAs which listed the other spouse as beneficiaries first and the family trust second. It was my FIL who said it would just go into the trust. If I find another opening I will suggest my FIL look into getting the paperwork lined up now and that may prompt him to contact a tax professional.

I also found some papers indicating that the in-laws had consulted with the estate law firm for an update in 2009. I had been afraid that they set all this up in 1995 and hadn't looked at it.

Barbara
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