H
homer doh
Guest
What is the name of your state? california.
i am a named beneficiary of a life insurance policy and have received a form for a death benefit claim ( $9333.00 ) I am one among three beneficiaries (siblings) I would prefer not to receive my share . can I, either/or;
1, change the name of the beneficiary of my portion only?
2, disclaim my portion and have my share divided between other 2 beneficiaries?
3, have my share paid to irrevocable trust of the decedent of which i am current trustee?
4, resign as trustee in favor of sibling named in trust document and have benefit paid to trust? Said sibling resides in oregon.
i am a named beneficiary of a life insurance policy and have received a form for a death benefit claim ( $9333.00 ) I am one among three beneficiaries (siblings) I would prefer not to receive my share . can I, either/or;
1, change the name of the beneficiary of my portion only?
2, disclaim my portion and have my share divided between other 2 beneficiaries?
3, have my share paid to irrevocable trust of the decedent of which i am current trustee?
4, resign as trustee in favor of sibling named in trust document and have benefit paid to trust? Said sibling resides in oregon.