[WSBARP] help - changing annuity beneficiary

[nestor at pplsweb.com]

Super will provisions do not apply to IRA's or bonds. Check to make sure
Super will provision includes the asset you want changed.

 

Nestor Gorfinkel, Attorney at Law

Licensed in Washington & Florida

Florida Civil-Law (International) Notary

 

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From: wsbarp-bounces at lists.wsbarppt.com
<mailto:wsbarp-bounces at lists.wsbarppt.com>
<wsbarp-bounces at lists.wsbarppt.com
<mailto:wsbarp-bounces at lists.wsbarppt.com> > On Behalf Of Andrew Hay
Sent: Monday, June 11, 2018 2:58 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com
<mailto:wsbarp at lists.wsbarppt.com> >
Subject: Re: [WSBARP] help - changing annuity beneficiary

 

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

 <http://www.washingtonlaw.net/> www.washingtonlaw.net

 

 

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From: wsbarp-bounces at lists.wsbarppt.com
<mailto: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> 

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