Jody Hall (Holland & Hart–Fiduciary Law Blog): Pitfalls of Naming Minors as Beneficiaries (June 9, 2021)

Jody Hall, of Holland & Hart’s Fiduciary Law Blog, has made available for download her article, “Pitfalls of Naming Minors as Beneficiaries”, published in JDSUPRA. The abstract is as follows:

It is natural for clients to want to name their children or grandchildren to receive their assets after their death  However, the naming of a beneficiary directly on an account, especially if they are a minor, can derail an otherwise well-thought out estate plan.

Click here to view Jody Hall’s summary of “Pitfalls of Naming Minors as Beneficiaries”

Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.

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