Husband of a trust settlor claimed ownership of his deceased wife’s checking account by virtue of the POD designation naming husband. Settlor’s son, the trust’s trustee, argued that settlor had transferred the account to the trust. Where documents purporting to ...

Tagged with: Bank Account Ownership probate Transfer to Trust

Where documents purporting to show settlor transferred account ownership to trust were hearsay because they were unauthenticated business records, opposition to dispute was not merely “argumentative, imaginary, or frivolous” and trial court erred in granting summary judgment. Judgment is reversed ...

Tagged with: Bank Account Ownership probate Transfer to Trust