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Two points here, Tom, and they are not mutually exclusive: Bequest intentions are revocable. CASE prefers documentation to support the bequest before ...
We have a signed estate intention but it is contingent on the child pre-deceasing the parents. We don't feel there is a reasonable expectation this will ...
Thanks John – still don't have an answer, but a separate brokerage account we maintain for another affiliated foundation was happy to take it on our b ...