Gifts of Retirement Accounts
Tuesday, October 26, 2010 at 12:44PM

Individuals are permitted to include the Attorney-CPA Foundation as a beneficiary of their retirement accounts. If such action were taken, the residue of the account would go directly to the Attorney-CPA Foundation under the terms of the retirement account contract. Making such a change does not require legal involvement, as it is simple to do and is revocable by the Donor.

Article originally appeared on The American Association of Attorney-Certified Public Accountants Foundation Website (
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