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This page contains a single entry by Associate Editor published on April 5, 2010 10:17 AM.

IRS Can Legally Withdraw a Federal Tax Lien was the previous entry in this blog.

PLR 201013030: Proposed Division and Subsequent Merger of Trust has No Tax Impact is the next entry in this blog.

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PLR 201013033: No 691(a)(2) Transfer When Decedent's IRA is Transfered into Trust and then to a Charity

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Associate Editor
on April 5, 2010 TrackBacks (0) Comments (0)

In PLR 201013033, the IRS ruled that when Decedent's IRA is transferred from the estate to a trust and then from the trust to a charity, no 691(a)(2) transfer has occurred. 

Posted by Jamie Delman, Associate Editor, Wealth Strategies Journal

 

 

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