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Proving a Joint Account with Right of Survivorship or Totten Trust Account Without the Signature Card

January 23, 2016

This article was originally published in the November/December 2015 issue of the New York State Bar Association Journal. 

A frequent dispute in administration¬†of a decedent’s estate concerns the interest of a surviving co-tenant in an account alleged to have been joint with right of survivorship. Similar issues arise as to the interest of a beneficiary to an alleged Totten trust account. The analysis begins with a review of the signature card establishing the account at issue.

 

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  • Related Practice Areas: Estate Litigation
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  • Publications: American Bar Association