May assets in a transfer on death (TOD) account be used to satisfy administrative expenses, allowance, and claims? (ref. sections 6309, 7502(1) and 3805(3)) 0665
Does the inter vivos trust constitute a non-testamentary instrument which would allow the brokerage custodian to transfer the assets directly to the trustee? (ref. sections 6301 and 3983) 0445Top of Page
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Last Updated: 3-8-10
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