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Revocable PG Counting - Secondary Beneficary

  • 1.  Revocable PG Counting - Secondary Beneficary

    Posted 02-24-2023 09:22 AM
    Becky,
    Did you ever hear any responses on this inquiry?  

    Pages 36-37 of CASE refer to Bequests often being made contingent on a particular event happening.  Given that the text doesn't specifically go on to advise against recording a contingent bequest, I'm assuming that it's perfectly acceptable to do so, even if the institution is the secondary beneficiary, but would love to hear confirmation either way.

    Gwen