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PODs on fiduciary accounts! No way

Answered by:

Deborah Crawford

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.

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First published on 10/02/2022

Filed under:

Filed under operations as:

Internal Controls

Anti-Money Laundering

Compliance/Compliance Management

Risk Assessment/Risk Management

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