[WSBAPT] Custom beneficiary forms--Vanguard & Fidelity

[Ronda Larson Kramer]

Has anyone successfully had clients get Vanguard or Fidelity to accept custom beneficiary forms? Clients need a custom form that allows surviving spouse to disclaim into a credit shelter trust. If you've been successful, what technique did you use?

Ronda Larson Kramer
J.D., LL.M. Taxation, Owner

LARSON LAW, PLLC
Elder Law, Estate Planning
P.O. Box 7337
Olympia WA 98507
Ph: 360-768-0775
ronda at larsonlawpllc.com<mailto:ronda at larsonlawpllc.com>
www.larsonlawpllc.com<http://www.larsonlawpllc.com/>

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