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Natalie Choate quoted in “Family Feuds: The Battles Over Retirement Accounts”

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The Wall Street Journal

Natalie Choate, a member of the firm’s Trusts and Estates Department, was quoted in “Family Feuds: The Battle Over Retirement Accounts” in The Wall Street Journal on September 7. The article discusses the complex rules surrounding who is entitled to 401(k)s and individual retirement account assets in the instance of the account holder’s death. Natalie comments on cases involving divorce and remarriage noting that if you want your ex-spouse to inherit your IRA that you must first fill out a new beneficiary form indicating so.

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