Legal Question in Wills and Trusts in New Jersey
Are POD (payable-on-death) accounts (which I've seen referred to as "mini trusts") included in the estate total for NJ estate tax purposes?
Asked on 3/03/11, 11:38 am
1 Answer from Attorneys
Jonathan Chester
The Law Office of Jonathan S. Chester, Esq., LLC
Yes. All accounts [even jointly owned] are included in the NJ estate for tax purposes.
Answered on 8/29/11, 7:13 am
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