QUESTION
A large financial institution incorrectly distributed my mother's IRA assets after she died; can I sue?
Asked on Mar 15th, 2021 on Estate Planning - California
More details to this question:
My mother passed away recently. She had a sizable IRA, and had designated how the funds would be distributed after she died. The financial institution finalized the distributions a few days ago and they were incorrect. Two beneficiaries received too little while the other two received too much.
1 ANSWER
2 Awards
Rather than jumping to an expensive suit, you might call this to the attention of the institution and the recipients.
Answered on Mar 16th, 2021 at 5:30 AM
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.