After 47 years of marriage, Missouri woman fights over late husband's $505,000 IRA; court creates medical trust

Résumé détaillé

Mary Alice and Ray Bergfeld created a joint trust of almost $895,000, with the intention that Ray's IRA would support her healthcare costs. After Ray's unexpected passing, Mary…

A Missouri couple who had been married for 47 years divided their nearly $895,000 joint trust equally in September 2021, after the husband promised that his separate $505,000 retirement account would cover his wife's extraordinary medical expenses if he died first. But when he was killed in a car accident barely two months later, the widow discovered that she was not named as a beneficiary of the account. A subsequent legal battle over the unwritten promise reached the Missouri Court of Appeals, which on November 10, 2026, upheld a court-created medical trust funded with $505,000 from the husband's estate.

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