Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • Step 6: Tax Issues Qualified Accounts & Tax Deferred Accounts Watch out! Look for IRA's, 401(k)'s, annuities, and other tax deferred accounts Pitfall: Time limits and tax bombs are hiding McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS • . • Step 6: Tax Issues Qualified Accounts & Tax Deferred Accounts Watch out if Trust is beneficiary Be aware of Required Minimum Distributions (RMD's) for decedent's IRA's and 401(k)'s. Seek advise of other professionals 4/19/2017 21

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