Ask Your Legal Question. Legal Experts Answer You ASAP.

(Not a Legal Question?)

IF AN IRA ACCOUNT IS LISTED IN A TRUST, BUT HAD NOT BEEN ...

Sent to Legal Experts October 24 03:01 PM

IF AN IRA ACCOUNT IS LISTED IN A TRUST, BUT HAD NOT BEEN CHANGED TO THE TRUST NAME, DOES THE BENEFECIARY HAVE THE RIGHT TO CASH THIS IN WHEN HE WAS AWARE, THAT THIS WAS IN THE TRUST AND HE WAS TO GET NOTHING

 

Optional Information:
BLOOMINGDALE, Illinois

Already Tried:
I HAVE 2 LAWYERS I GET DIFFERENT ANSWERS

Customer (name blocked for privacy)
Status:  Closed   Value: $15
Answer
October 24 3:40 PM (38 minutes and 51 seconds later)
         
THIS ANSWER IS LOCKED!
You can view this answer by clicking here to Register or Login and paying $3.
Dan -- Retired JD -- 100% Positive Feedback on 879 Legal Accepts
Retired attorney, general practice, with an additional background in financial planning,
Reply
October 24 4:09 PM (29 minutes and 45 seconds later)
         
HER HUSBAND CASHED IN THE BENEFITS, BUT THEY WERE IN A MIDDLE OF A DIVORCE, WHEN SHE PASSED AWAY, AND THE DATE FOR THE PROBATE JUDGE TO PUT THE ACCOUNT INTO THE TRUST HAD NOT HAPPENED YET.HE WAS AWARE OF THE TRUST AND THAT HE WAS NOT TO GET ANYTHING.HE WAS LISTED AS THE BENEFICAIRY 10 YEARS AGO. AND THE TRUST WAS MADE JULY 31 2007 AND SHE PASSED AWAY ON AUG 26 2007.
Customer (name blocked for privacy)
Answer
October 24 11:28 PM (7 hours and 18 minutes and 31 seconds later)
         
THIS ANSWER IS LOCKED!
You can view this answer by clicking here to Register or Login and paying $3.
Dan -- Retired JD -- 100% Positive Feedback on 879 Legal Accepts
Retired attorney, general practice, with an additional background in financial planning,
Think you can answer this question?
Login or Become an Expert

Related Answers

 

DISCLAIMER: You acknowledge that any information you may obtain from individuals you contact through use of the JustAnswer service comes from those individuals, not from JustAnswer, and that JustAnswer is not in any way responsible for any of the information these third parties may supply. The site and services are provided "as is" with no warranty and no representations are made regarding the qualification of an Expert. Responses and comments on JustAnswer are for general information and are not intended to substitute for informed professional advice (such as medical, legal, investment or accounting) and do not establish a professional-client relationship. JustAnswer is not intended or designed to address EMERGENCY QUESTIONS which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service.

JustAnswer > Legal