Disclaimers must be made within 9 months of death.No, but if, by any chance, she had a charity(ies) as a contingent beneficiary, you could disclaim the amount you want to give away and that amount would be inherited directly by them. I don't know if there is a time limit, but you would need to do this before you take possession of it yourself.My question is can I take it as a QCD (I'm under 70?) ...
Check with the custodian to see if a contingent beneficiary is listed. The contingent beneficiaries are the only one(s) who can get the money if you disclaim.
Statistics: Posted by secondcor521 — Fri Oct 04, 2024 9:40 pm — Replies 4 — Views 356