Estate and Elder Law

Recent Posts

Ask Liza: Naming a Minor as a Beneficiary of an IRA
Posted on 30 Sep 2014 by Liza Weiman Hanks

By Liza Weiman Hanks | Dear Liza: I want to name my minor grandchildren as beneficiaries of my IRA account. How do I do that? Can I use my Will? It’s a smart idea to name minors as beneficiaries of your IRAs. Since they are young, they’ll... Read More

Digging A Little Deeper: Less Obvious Attesting Witness-Beneficiaries Find Their Bequest Void Under NY EPTL 3-3.2
Posted on 8 Feb 2013 by Jennifer Hillman

It is well-understood by estate practitioners that a beneficiary of an estate should not serve as an attesting witness to a will. If he does, he or she is a competent witness for purposes of probating the will, however, under EPTL 3-3.2 , the bequest... Read More