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Revocable living trust qtip michigan example form 2026

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The document discusses the conditions under which an executor can elect to treat an individual retirement account (IRA) and a testamentary trust as qualified terminable interest property (QTIP) under § 2056(b)(7) of the Internal Revenue Code. It outlines that if the trustee of the trust is the named beneficiary of the decedent's IRA, and the surviving spouse has the right to compel distributions from the IRA equal to its income at least annually, then both the IRA and trust can be treated as QTIP. The ruling clarifies that this election is valid provided no other person has a power to appoint any part of the trust property to anyone other than the surviving spouse.

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Click ‘Get Form’ to open the revocable living trust QTIP Michigan example form in the editor.
Begin by entering the decedent's information, including full name and date of death. This establishes the context for the trust.
Next, fill in the details of the surviving spouse, ensuring their name and relationship to the decedent are accurately recorded.
In the section regarding the IRA, specify the account details and confirm that it is included in the gross estate as per § 2039.
Complete any fields related to trustee information, ensuring that they are designated as beneficiaries of the IRA.
Review all entries for accuracy and completeness before saving your changes. Utilize our platform’s features to sign and distribute your completed form easily.

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