When there are questions about Assets Distributed Pursuit to Rights of Survivorship.

With  Ian Giroday

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Show Notes Episode 18:

  • Assets are typically joint bank accounts and land where a joint tenancy is registered against title.
  • Sometimes there’s a question of whether the right of survivorship in the asset was intended as a gift or whether it was meant to be held in trust.
  • This type of issue is very fact driven, involving reviewing banking documentation, documents related to a deed of gift, or an expression of a gift in any other documents.

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