IRA Rollover – HELP!!!!!!

L1: IRA Rollover – HELP!!!!!!Here’s the situation – not quite 72T but I would appreciate help.
Husband and Wife. Husband has an IRA with primary beneficiary his revocable living trust. Husband dies.
PLR says spouse can still roll it into her name (not irrevocable trust, etc.). However brokerage company “A”says “no” and is determined to send a check.
We found a brokerage company “B” who will allow a spousal rollover despite the beneficiary designation. We would like to transfer the IRA from “A” to “B” before performing the spousal rollover.
Question,how should we try to get brokerage firm “A” to title the check?
Any other ideas/problems?2005-01-24 18:45, By: Mobey, IP: [67.106.28.17]

L2: IRA Rollover – HELP!!!!!!Sounds like you have a real challenge here. Not sure you will be able to transfer the IRA from “A” to “B” since the account owner -the dead husband – can’t sign the transfer paperwork. Check with your legal department for guidance on taxability / distribution options using the once revocable and now irrevocable trust holding the assets. At one time when a trust receivedbeneficiary proceeds from an IRA or Qual plan, the entire amount became taxable. However, a couple of years ago either a court case or PLR or something changed this to be more favorable for this situation. I’m certainly in no position to give any legal opinion but I think if you do some more research with qualified legal counsel you may not have as big of a problem as first presented.
Good luck.
Jim2005-01-25 08:07, By: Jim, IP: [68.1.157.228]