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Estate Planning

: Wills, Trusts & Estates Prof Blog

Change of broker does not adeem gift of securities in account.

By Trusts EstatesProf

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The decedent?s holographic will bequeathed his brokerage account to his wife making reference to the municipal bonds which were 95% of the value of the account. The decedent then changed brokers and at the time of his death, the same...

Full post as published by Wills, Trusts & Estates Prof Blog on February 18, 2009 (boomark / email).

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