Thanks for answering my question. There are 4 Beneficiaries named in the Trust. For 2 of those the lawyer created Sub Trusts. Using my original example the Trust document specifies when Jane Doe dies the other 3 Trust Beneficiaries inherit her IRA, each a 33% share. Would the money from her Sub Trust Inherited IRA account then be transferred to the main Trust Inherited IRA for 2 of the Beneficiaries and the Sub Trust Inherited IRA for the 3rd Beneficiary or would the money remain in her Sub Trust Inherited IRA for distribution to the remaining 3 Beneficiaries via K-1’s?
