[WSBARP] help - changing annuity beneficiary

[Andrew Hay]

Hi Melinda

I haven't heard of something like that.

One thing she can do is use an RCW 11.11.020 clause like this to show her intent to supersede the old beneficiary designation:

            It is my intention and direction that my estate shall include all of my non-probate assets as well as my probate assets, unless otherwise provided for in this Will. I intend for the provisions of my Will to supersede any beneficiary designation for a non-probate asset made prior to the execution of this Will. My intention and direction is for the provisions of this Will to control the disposition of all of my non-probate assets as well as my probate assets, unless I have made a beneficiary designation for any such asset after the date of this Will. For non-probate assets with a beneficiary designation made after the date of my Will, the beneficiary designation shall control the disposition of that asset.

            Or more simply:

            It is my intention and direction that my estate shall include my [identify old single life annuity.] I intend for the provisions of my Will as to that non-probate asset to supersede any beneficiary designation made prior to the execution of this Will.




Andrew Hay
Hay & Swann PLLC
201 South 34th Street
Tacoma, WA  98418
Phone: (253) 272-2400
Fax:     (253) 267-8947
www.washingtonlaw.net<http://www.washingtonlaw.net/>


THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY.  IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES

From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Melinda Grout
Sent: Monday, June 11, 2018 1:29 PM
To: WSBA Real Property Listserv
Subject: [WSBARP] help - changing annuity beneficiary

Client dying.  Wants to change beneficiary on single life annuity purchased in 2008, to name her husband as beneficiary.   Current beneficiary is old boyfriend - this was not a marriage, only a 4 year relationship.  Client was told by the past employer that she cannot change it at this stage.

I remember something about this from years past, but hopefully someone can tell me if this is correct, or if client  has any options here.

Regards,

Melinda Grout
Law Office of Melinda K Grout, PS
17325 W. Main Street / P.O. Box 1360
Monroe, WA  98272
360-794-4322  / Fax: 425-744-6745

Emphasizing Estate Planning, Probate, and Elder Law
mkgroutlaw.com<http://mkgroutlaw.com>

NOTE:
1.  This office does not accept service of pleadings or process service by e-mail or fax except with the express prior permission of the intended recipient.
2. This email address is not monitored at all times. If your matter is urgent, please phone my office.
3.  Messages sent to or from my office via email are not encrypted and not secure.
4.  This email may contain confidential material protected by attorney/client privilege, and is intended for use solely by the above referenced recipient. Any review, copying, printing, disclosure, distribution, or other use is strictly prohibited and may be unlawful. If you are not the named recipient, or may have received this email in error, please reply to sender and delete the copy you received.
5.  This message does not provide any legal advice, or imply an attorney-client relationship, and does not contain the signature of the sender or any other party.  You are not a client of this law firm unless you have paid a retainer and signed an attorney/client agreement for representation on a particular matter.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20180611/b7d659d8/attachment.html>