In In re Est., the court of appeals dealt with whether a contingent beneficiary can file claims against a trustee. No.

Learn the rules and strategies for inheriting a 401(k) as a non-spouse beneficiary, including tax considerations and ...

Definition: In a life insurance policy or an annuity plan, contingent beneficiary gets proceeds from the policy in the event of a demise of the primary beneficiary at the same time as that of the ...