Griff's Notes, January 13, 2022: Inherited IRA; Undue Influence Claims

by | Oct 17, 2022 | Inherited IRA

Griff's Notes, January 13, 2022: Inherited IRA; Undue Influence Claims




Griff’s Notes is a written and video series which covers the trusts and estates opinions around the country which I think bring the most value. To read more about the cases covered in this video, visit

Today’s covered cases are:
Jones v. McGreevy, Pa. App., January 11, 2022
Sacks v. Dissinger, Mass., December 29, 2021

In these cases, we cover an issue of first impression in Pennsylvania – whether an inherited IRA is protected from claims of creditors – along with a question in Massachusetts as to whether claims for undue influence or tortious interference with expectancy are contests to the validity of a trust or will….(read more)


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