8-May-18
Beneficiary Designations and Nontestamentary Transfers at Death
Take-Away: Clients and their advisors need to spend more time looking closely at beneficiary designations, contingent beneficiary designations that are signed by clients and used to transfer wealth on the client’s death. Arguably more wealth might be transferred on an individual’s death via beneficiary designations or nontestamentary contractual arrangements than pursuant to their will and […]
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