[WSBAPT] Non-probate asset dispute

[julie at juliefowlerlaw.com]

Client's deceased spouse had an IRA acquired during marriage. Spouse changed
the beneficiary without notifying the beneficiary spouse, and no community
property interest waiver was signed. IRA Company wants a court order giving
approval to pay to the surviving spouse in lieu of the named beneficiary. 

 

Wouldn't this simply be a waiver by the named beneficiary rather than a
court order? The account is community property and all other assets payable
to surviving spouse by will.

 

Julie K. Fowler

 

Law Office of Julie K. Fowler, P.S.

14205 SE 36th Street, Ste 100 

Bellevue, WA 98006

(425) 990-9975 (o)  ~  425-451-2687 (f)

 <mailto:julie at juliefowlerlaw.com> julie at juliefowlerlaw.com

 <http://www.juliefowlerlaw.com/> www.juliefowlerlaw.com 

 

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