[WSBAPT] Rescind Pension

Roger Hawkes Roger at law-hawks.com
Fri Jan 16 10:39:29 PST 2015


If you are certain it's better, do it now and quickly.  Have wife appointed quickly as pr and in her dual capacity rescind it.  Can't hurt to try.

Roger Hawkes, WSBA # 5173
19909 Ballinger Way NE
Shoreline, WA 98155
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com>
206 367 5000
Fax is 206 367 4005

From: Tara [mailto:pugetsoundlaw at gmail.com]
Sent: Friday, January 16, 2015 10:32 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Rescind Pension

Client's retired father died unexpectedly this month, having completed his pension paperwork just a few days before his death.  He elected to receive a greater lifetime income benefit and smaller death benefit, wife had signed off.  The paperwork has been received by the employer, but the pension has not been processed by the administrator and no payouts have been made yet.

Is there any chance that the family can still rescind the setup in favor of the greater death benefit for the surviving family?  Can an appointed PR do it?

Tara M. Roberts
Puget Sound Law
roberts at pugetsoundlaw.com<mailto:roberts at pugetsoundlaw.com>

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