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Tag Archives for: "custodian FBO"
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 How Can a Custodian Bank Account be Opened?
 0
By Harry Margolis
In Guardianship and Conservatorship, Special Needs Planning
Posted October 4, 2024

How Can a Custodian Bank Account be Opened?

Question: Our client in California received life insurance proceeds from her parents’ policy payable to her as custodian for her adult brother (“Jane Doe Custodian FBO Joseph [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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