Legal Question in Wills and Trusts in California

Do IRAs and other retirement accounts need to be in a living trust to protect them from probate.


Asked on 5/07/11, 1:23 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

No, so long as they have valid beneficiary designations. They have to stay in the name of the wage earner while s/he lives.

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Answered on 5/07/11, 2:26 pm


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