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Home→Tags Marital agreements

Tag Archives: Marital agreements

Premarital Agreement Waived Rights to IRA

Posted on July 20, 2023 by Daniel EvansJuly 20, 2023

A premarital agreement that waived all rights to the “separate property” of the other spouse also waived all rights to an individual retirement account (IRA) following the death of the IRA owner even though the existence of the IRA might … Continue reading →

Posted in Opinions | Tagged Individual retirement account, Marital agreements

Settlement with Widow Not Allowed Spousal Inheritance Tax Rate

Decedent failed to maintain a life insurance policy required by an antenuptial agreement with his widow, but the amount paid by the estate for the benefit of the widow under a negotiated settlement agreement did not qualify for the 0% … Continue reading →

Posted in Opinions | Tagged Inheritance Tax, Marital agreements

Third Trustee Not Liable for Lapse of Life Insurance Policy

Co-trustees of a trust cannot obtain a surcharge against a third trustee for failing to arrange for the payment of a premium on a life insurance policy when there was no clear evidence of a delegation to the third trustee.  … Continue reading →

Posted in Opinions | Tagged Marital agreements, Trustee delegation

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