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An Inconvenient Truth About Accounts of Convenience

The creation of joint accounts, particularly joint tenancy accounts, have long been used as an estate planning tool to allow individuals to make gifts in a way that avoids the probate court. In contrast, a convenience account is an apparent joint account which the creator established to enable another tenant to draw from the account at the direction and for the benefit of the creator.[ … Continue reading An Inconvenient Truth About Accounts of Convenience