Ripe for Abuse: How Joint Accounts Thwart Estate Plans

Peter Walsh and Aaron Foley authored this article for the Wisconsin Lawyer, May 2021 issue. 

Joint accounts at financial institutions might become vehicles for asset transfers at death in ways that account creators did not intend. Learn how to determine whether a joint account holder has interfered with a decedent’s estate planning goals by inappropriate use of the joint account. Link to article on