[WSBAPT] Chase & Minor Beneficiaries

[Anna Van Pelt]

Happy New Year!

Has anyone had any luck getting Chase to distribute IRA funds to a minor beneficiary without having the parent get appointed as conservator first?

Grand-aunt thought she was being generous leaving part of her IRA to her minor grand-nephew and grand-niece, but Chase sounds like they won't distribute the funds unless a court appoints their parent as conservator. Kids are not mentioned at all in the will, though there is a probate started already.

Thanks,
Anna



Van Pelt Law
(206) 635-7250
www.vanpeltlegal.com<http://www.vanpeltlegal.com/>

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