Are Joint Accounts Safe From Your Estate?





The appellate division recently overturned a Nassau County case.

The appellate division recently overturned a Nassau County case. It was determined based on the facts of the case, that the joint account was established merely as a convenience and that the joint owner was on the account for convenience. Upon finding that the account was created merely to protect the assets and for the convenience of the testator, the court ordered that the proceeds be turned over to the Estate. Matter of Dubin.

AUTHOR: Law Office of Bonnie Lawston

Copyright Law Offices of Bonnie Lawston
More information about

Disclaimer: While every effort has been made to ensure the accuracy of this publication, it is not intended to provide legal advice as individual situations will differ and should be discussed with an expert and/or lawyer. For specific technical or legal advice on the information provided and related topics, please contact the author.



Find a Local Lawyer