Skip navigation
metz

Get Client’s IRA Custodian to Follow Recommended Beneficiary Designation

Use language to increase the probability.
Resources

As financial planners and advisors, we routinely request that the drafter of the client estate-planning documents provide the appropriate language for beneficiary designations that apply to life insurance, qualified plans and individual retirement accounts at custodian entities. These attorneys sometimes offer to complete the beneficiary designation form for the client IRA account custodians. But, how often is any effort made to confirm that the custodian will follow the implementation scheme

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish