Legal Question in Wills and Trusts in Maine
Dad's Pension
My Dad died a month ago. Before my brother and I were even born he named his parents as beneficiary on his pension. His father is now deceased and his mother is 81 years old and she plans to keep the full amount with no respect to my brother and I. My Dad never changed the beneficiary status, are my brother and I entitled to any of the money?
Asked on 8/20/07, 11:39 am
1 Answer from Attorneys
Jerome Gamache
Ainsworth Thelin & Raftice, P.A.
Re: Dad's Pension
Property that is driven by a beneficiary clause like pensions, investment accounts, life insurance, etc pass outside of the estate. However, you and your borhter have rights to whatever is in his estate even if he did not have a Will.
Answered on 8/20/07, 12:05 pm