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Home→Tags PEF 7732

Tag Archives: PEF 7732

Testamentary Trust of Life Insurance

Person designated as “executor of my estate and insurance” was the trustee who was the life insurance beneficiary described as “trustee(s) or successor(s) as provided in last will” when the will included specific bequests of life insurance proceeds even though … Continue reading →

Posted in Opinions | Tagged Life insurance beneficiary, PEF 7732

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