Legal Question in Wills and Trusts in California

in california, do you have to put a 401 K under the name of the living trust?


Asked on 3/30/11, 5:23 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

Income tax-deferred retirement accounts must stay in the name of the wage earner while s/he is alive. You should make sure the account has correct and valid beneficiary designations.

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Answered on 3/30/11, 5:26 pm


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