separate IRA accounts for beneficiaries

February 2020 Separate IRA Accounts for Beneficiaries

Represented surviving children with administration of trust.  Husband and wife each had children from a previous marriage and entered into a trust agreement which became irrevocable upon the first spouse’s death.  Successor trustees engaged DeAngelis Legal to assist them with the administration of the trust and provide solutions for a beneficiary designation that was rejected [...]

By |2020-04-11T16:24:20-07:00March 15th, 2020|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on February 2020 Separate IRA Accounts for Beneficiaries
Go to Top