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« Estate Planning Myth #4: “If I need nursing home care, Medicare will pay for my care.” | Main | Elder financial abuse: are your loved ones safe? »

September 29, 2010


John Ladd

Thank you for the article, Todd. I have several questions, though.

Does the alternate have to be named as a one of the beneficiaries in the will or can the disclaimer choose anyone or any organization as the recipient? Can the disclaimer choose to disclaim to any beneficiary in the will or does the recipient of the disclaimed inheritance have to be listed as such in the will? Can you disclaim to several alternates? Can the alternate residuary be a non-profit?

Inheritance  Planning

The word 'counterintuitive' at the start of the write up says it all. Many an estate has been decimated for want of proper advice to counsel beneficiaries to renounce a gift.

Bacon Wilson Law

Hi, John. Please send Todd an email or give him a call to discuss your specific legal question, as we cannot address your individual concerns here.


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