Legal Question in Wills and Trusts in California

This is a text from a retirement plan administrator of the deceased citizen from CALIFORNIA name Bryan.

" If no benificiary designation is on file , the Retirement Plan provides a benificiary that will be determied in the following order of priority: (1) surviving spouse or domestic partner; (2) surviving children ; (3) surviving parents; (4) the participant's estate. In reviewing our records I could not find that Bryan had appointed any benificiary under the Retirement Plan."

" As we do not have a benificiary designation form on file for Bryan, under the benificiary designation provisions of the Retirement Plan, Mark as Bryan's domestic partner, is entitled to receive the survivor annuity benifits"

Is this the correct distribution of Bryan's retirement plan. ? (CALIFORNIA). Anybody please help.


Asked on 9/21/09, 10:23 am

1 Answer from Attorneys

Robert F. Cohen Law Office of Robert F. Cohen

This is the same scheme for intestate succession. Domestic partners are treated identically as spouses under California law.

Read more
Answered on 9/21/09, 10:59 am


Related Questions & Answers

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