Panel: Deceased Had No Transactional Capacity To Change IRA Beneficiary

Mealey's (August 7, 2019, 1:29 PM EDT) -- SEATTLE — Substantial evidence supports that a man had no transactional capacity six days before his death to change his individual retirement account beneficiary to his wife, whom he was divorcing, a Washington appeals panel held Aug. 5, finding that the change was null and void (In the matter of the estate of Curtis E. Carlson, Deceased, David Wands, D.D.S. v. Dona Seely, D.D.S., No. 77881-1-I, Wash. App., Div. 1, 2019 Wash. App. LEXIS 2033)....