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Home→Tags Totten trusts

Tag Archives: Totten trusts

Agent Had Power to Liquidate C.D.s with Beneficiary Designations

Posted on July 18, 2024 by Daniel EvansJuly 18, 2024

The power of an agent to engage in “banking and financial transactions” gave the agent the power to liquidate certificates of deposit created by the decedent (referred to as “Totten trusts”). The beneficiary named on the C.D.s raised other issues … Continue reading →

Posted in Opinions | Tagged Agent's duties, Agent's powers, Beneficiary designations, Totten trusts

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