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Estate Planning

: Wills, Trusts & Estates Prof Blog

Gift of brokerage account accomplished by opening account under donee?s name and Social Security number

By Trusts EstatesProf

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A father opened a brokerage account in his son?s name and Social Security number. The son knew nothing of the account until after it was closed by someone other than the father and the property transferred to a joint account...

Full post as published by Wills, Trusts & Estates Prof Blog on April 21, 2008 (boomark / email).

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