|Event Date||Wed Jan 19 EST (4 days ago)|
This discussion won’t be state-specific, but we’ll address the fundamental property law principals and other rules that help us determine who has a right to the funds of the deceased individual.
We’ll look at various personal account types (like single party accounts and multiple party accounts) and address the institution’s responsibilities and risks when it comes to paying out the funds after the owner has died.
Our discussion will include explanations of:
• Non- testamentary transfers
• Rights of survivorship
• Estate accounts
• Informal Trusts/Payable on Death Accounts
• Grantor Trusts
K. Natalie Straus
Vice President and Senior Consultant, vCard