Quote Originally Posted by Brian View Post
Assuming I'm reading this right on my first pass of the summary pages:


1) Responsible person(s) now required, including fingerprints and photographs
2) CLEO signature removed
3) CLEO notification required
4) Adjust treatment of estates. If you die, your executor can possess your junk without "transferring" it to them, and transfer to a beneficiary is tax-exempt
5) Valid 180 days from date published
6) 5330.20 not required going forward as it'll continue to be absorbed in other forms


248 pages of comments and propsed amendments, etc.

so am I reading your notes correctly, No CLEO sig Needed?
How do you notify CLEO?

Also my questions:
Do we have 180 days to get trust and any forms filed before this takes affect?
Is today the published date so that means 7-3-16 a valid date?

May be Rodney will chime in

Roger