Paul PremackApr 2, 2010Can an insolvent estate reclaim a POD account?Dear Mr. Premack: All of the funds in my mother’s estate passed as non-testamentary POD bank accounts and IRA accounts to named...
Paul PremackMar 16, 2004Using a Community Property Survivorship AgreementDear Mr. Premack: My husband and I own our home, have some savings and a few investments. We were told by an insurance man that probate...
Paul PremackOct 20, 1989Community Property Rights of SurvivorshipWhen a spouse dies, “probate” of a community survivorship agreement is not necessary.