Mary Kay Foss,
You wrote an article about funding a bypass trust partially with an IRA account in December 2001. PLR 9630034 was used as your basis. How can I get a copy of that, a stockbroker is disagreeing with me on how the beneficiary designation was to be set up.Here are a couple of other questions:
The title of the IRA that is disclaimed stays in the name of the Decedent? You only change the beneficiary to the Bypass Trust? You should have a contingent beneficiary, right?
When the surviving spouse dies, what happens to the disclaimed IRA with the Bypass Trust as beneficiary? Can the payments be paid to a contingent beneficiary over their lifetime?
