[WSBAPT] Possible to Reject a TOD?
Brent Williams-Ruth
brent at williams-ruthlaw.com
Mon Dec 2 16:30:35 PST 2019
Good Afternoon List -
I have an estate where the oldest son (also the Executor) was listed as a
TOD on all of by his mother's bank accounts, except for $27,000. He wants
to honor her wishes and distribute in accordance with the terms of her Will
which had $30,000 in charitable donations and then an equal division
between 7 people.
Is is possible to simply disclaim an interest in a TOD? He was his mother's
POA but did not realize that years ago she added him to all of her bank
accounts as the TOD.
Appreciate any thoughts,
Brent
*Brent Williams-Ruth*
*Attorney-At-Law*
*Law Offices of Brent Williams-Ruth, a division of **BWR Consulting, PLLC*
Office/Scheduling Phone: (425) 830-5134
Direct Mobile: (206) 889-7919
e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.Williams-RuthLaw.com/> / facebook
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*As of July 1, 2019 - I began operating as the Law Offices of Brent
Williams-Ruth a division of BWR Consulting, PLLC. Please note the new
points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com
<http://www.Williams-RuthLaw.com> *
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