Trusts & Estates
Leaving Your IRA to a Disabled Person
By: Julia Nickerson, Esq.
Representing families who have a child with disabilities is a substantial part of our firm’s law practice. Many of these families have worked hard to build up a significant IRA or 401(k). Prior to obtaining advice, most have named their disabled child as either a primary or contingent beneficiary of their retirement account. Not having professional advice when naming the beneficiary of a hard earned retirement account can have a disastrous effect on a disabled person’s life.
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