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PODs on fiduciary accounts! No way

Answered by: 

Question: 
Can a guardianship have a POD?
Answer: 

Accounts authorized by the court and authorized by the federal government cannot have pay on death beneficiaries. The same can be said for the UTMA.

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Learn more about Deborah Crawford’s Opening and Maintaining Fiduciary Accounts webinar.

First published on 10/02/2022

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