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Taxation & Estate Planning

: Res Publicae - The New York Estates Blog

Faulty Estate Plan Scenario Number One

By Christopher L. Miller

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“Why can’t I just take a copy of the Revocable Trust to the bank and have them give me the money in the account”, asks your client.  “The trust says that I am the beneficiary.”

My answer to this is always (more…)

Full post as published by Res Publicae - The New York Estates Blog on December 07, 2009 (boomark / email).

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