Legal Question in Wills and Trusts in California

My mom passed away and her beneficiaries for her 401K are her children, not her spouse? Is this legal in CA?


Asked on 11/15/10, 11:10 pm

2 Answers from Attorneys

Michele Cusack Pollak & Cusack

If the husband did not sign a consent, he might be entitled to 1/2.

Read more
Answered on 11/21/10, 12:07 am
Rosemary Meagher-Leonard Law Office of Rosemary Meagher-Leonard

In most instances, paid on death accounts, such as a 401K, the named beneficiaries are entitled to receive their share notwithstanding any other will or trust provisons, for example.. However,if the 401K is community property (wages/benefit earned during the parties marriage), then the husband may be entitled to his community property share (generally, 1/2). If the 401K represents benefits from employment prior to the marriage, or benefits from a spouse of a prior marriage, the current husband may not entitled to anything.

Read more
Answered on 11/21/10, 9:56 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California