Trusts & Estates – IRA – Change of Beneficiary – Strict Compliance – New York LawSmith v. Marez Where the decedent did not fill out the change-of-beneficiary forms for his IRAs with the required information, but where he clearly revoked his prior beneficiary designations, the decedent’s widow became the owner of the decedent’s IRAs. We affirm summary judgment for the widow.
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Published: December 8, 2011
Time posted: 9:20 am
Tags: Change of Beneficiary, IRA, new york law, Strict Compliance, trusts & estates