Legal Question in Wills and Trusts in New York

Deferred Comp & 401-k, Can I get it?

My exhusband passed away recently, living in NY. i have been contacted about monies in 401k & deferred comp that he did not change beneficiary., however he did change life insurance policy. The estate wants the money, but if he didn't change, am i entitled to it? do I need a NY lawyer?


Asked on 7/06/07, 6:23 pm

1 Answer from Attorneys
Arnold Nager Arnold H. Nager, Esquire

Re: Deferred Comp & 401-k, Can I get it?

Only if the estate fights you in Surrogate's Court. The money should go directly to you if you are the named beneficiary.

Feel free to call me area 914 at 4782981.

This post is not legal advice and does not create an attorney-client relationship. It is a comment on the legal question posed by the poster and should not be relied upon in any way. All readers are advised to consult an attorney to address their specific legal concerns. Additional facts could affect the answer given.

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Answered on 7/07/07, 10:12 am


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