Legal Question in Family Law in California

beneficiary forms

Do beneficiary forms (for retirement accounts) naming child over 18 yrs,

supercede what the deceased had written in his will or trust?


Asked on 9/24/08, 2:27 pm

1 Answer from Attorneys
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: beneficiary forms

Since the benefit belongs to the beneficiary upon death, they are neither estate nor trust assets.

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Answered on 9/26/08, 2:52 pm


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