In Private Letter Ruling 201409001 (Feb. 28, 2014), the Internal Revenue Service released a decision regarding four issues surrounding savings bonds that were transferred to a trust.
A decedent and her husband bought paper U.S. Series I bonds. One bond was registered to the decedent and one of three other individuals (A, B or C). The other bond was registered to A and the decedent, B or C. On a subsequent date, the
All access premium subscription
Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.