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We have a customer that had a living trust with his spouse, so there was no estate account set up. The customer has passed away and the surviving spouse is wanting to deposit a refund check from ATT into the living trust account. After researching, I have found that in a “right of survivor” account, we shouldn’t because these accounts do not move into the estate, it becomes the property of the surviving owner. We are confused as to whether the living trust account makes a difference. Thanks for any help!
Hi Jeff – I’m sorry for the delay (for some reason your question didn’t show up on my page of new questions last week and I was out of the office earlier this week, so I am just now seeing it). Again, I apologize… Unfortunately, I am not going to be much help on this topic. I am sure you have already found your answer, but if you haven’t I think consulting an attorney would be best.
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