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Home   |  News & Events   |  Don’t Skimp on Notice to Beneficiaries: The Implications of Roth v. Jelley (2020)

Don’t Skimp on Notice to Beneficiaries: The Implications of Roth v. Jelley (2020)

Jan 25, 2021
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Andrew R. Verriere
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Sr. Associate Dave Parnall & Principal David Baer review the California court decision in Roth v. Jelley and the importance of attorneys giving notice to trust beneficiaries. As they explain, a comedy of avoidable errors led to the Roth decision, stemming from the plaintiff’s attorney’s failure to notify him that his interest had vested. However, the burning question remains – how can a prudent attorney avoid such disasters?

Check out the article on WealthManagement.com >

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