Agent Must Return Joint Accounts

An agent abused her powers, and was ordered to return joint accounts to the estate, when she added the principal’s money to accounts that were in the joint names of her and the principal, knowing that the money would become hers upon the death of the principal, knowing that the principal’s will provided for a different disposition of his money, and without advising the principal of those consequences. Waite Estate, 9 Fid.Rep.3d 75 (Jefferson Co. O.C. 2019).

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