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IF A TRUST WAS FORMED SEVERAL YEARS AFTER A BENEFICIARY WAS ASSIGNED TO AN IRA ACCOUNT AND THAT BENEFICIARY IS STILL ON FILE.

Whittier, CA |

DOES THE BENEFICIARY HAVE FULL RIGHT OF THE IRA.

Attorney Answers 3


  1. YES-if it was never changed.
    The Trust would have no impact.

    The answer given does not imply that an attorney-client relationship has been established and your best course of action is to have legal representation in this matter.


  2. Hello,

    To clarify -- are you asking if the beneficiary of an IRA would change after a trust has been established?

    It appears that you are concerned that the beneficiary of the IRA in the trust differs from the beneficiary named in the IRA?

    If yes, then the beneficiary named in the IRA would have precedence if there is a different beneficiary for the IRA named in the trust.


  3. Beneficiary designations remain intact - unless changed by the IRA Account owner.

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