[WSBAPT] IRA without Beneficiary Designation

[Brent Williams-Ruth]

Greetings List -

I have a prospective client who has an estate less than $100,000 - unless
you count a substantial IRA. However, the IRA does not have any beneficiary
designations assigned.

The client called me after talking with their financial advisor who told
them that IRA's are not probate assets - EVEN without a beneficiary
designation.

I am unaware of any statute or regulation that provides for this.  Anyone
able to assist with a citation?

*Brent Williams-Ruth*  (preferred pronoun: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, a division of **BWR Consulting, PLLC*

Office/Scheduling Phone: (425) 830-5134

Direct Mobile: (206) 889-7919

e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.Williams-RuthLaw.com/> / facebook
<http://www.facebook.com/bwrconsults> /

*As of July 1, 2019 - I began operating as the Law Offices of Brent
Williams-Ruth a division of BWR Consulting, PLLC. Please note the new
points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com
<http://www.Williams-RuthLaw.com> *
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20201031/2f6623cf/attachment.html>