[WSBAPT] Keogh Plan Referral

[Michael Biesheuvel]

Greetings,

Husband, the owner of a Keogh plan, died many years ago. His surviving
wife, who was the plan trustee and beneficiary, died several years ago. It
appears the trustee may have neglected administration of the plan for the
past 20 years. There doesn't appear to be a successor trustee. PC, their
one surviving child, seeks help cleaning up the past 20 years as required,
and terminating/distributing the plan.

Does anyone have experience in this area, or a referral?

Michael Biesheuvel
Attorney

*Puget Sound Wills & Trusts*
114 Second Avenue South, Ste 101
Edmonds, WA 98020

michael at pugetsoundwills.com <michael at edmondswills.com>
Telephone  (425) 712-0279
Toll Free     (888) 248-7751
Facsimile    (425) 672-7147

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