Hello dmertz and Mike9241,
I just wanted to thank you for your help with this matter.
After several calls, emails, and phone messages, my brokerage did allow the inherited IRA that was placed in the family trust to be split into two inherited beneficiary IRAs for my brother and me.
Your expert knowledge and advice gave me the confidence to push the matter with the brokerage. Even though I had asked the broker about what could be done to prevent the hassle of submitting a 1041 each year, he did not offer this solution. Armed with information you provided, I pushed him to contact his main office. Turns out, the process was really quite simple, but did take some time to complete. It was obvious from the document package that the main office had done this before.
Keep up the good work. I really appreciate that you are here to help people.
