Legal Question in Wills and Trusts in New York
Hi
I had a client who passed away and had a TOD account who the beneficiary is her daughter 100%. We have moved the money into the daughter's name. Now, we want to add the granddaughter to the account. So the new account will be daughter/granddaughter JTWROS this is all in NYC.
is this a taxable event
thank you
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Asked on 9/03/14, 11:14 am