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No estate tax apportionment against payable on death accounts
  • Proskauer Rose LLP
  • USA
  • July 1 2010

In Estate of Sheppard v. Schleis, 2010 WI 32 (Wis. May 4, 2010), the Wisconsin Supreme Court ruled that, in the absence of any tax apportionment directions by the decedent, a beneficiary of a payable-on-death account is not liable for any estate tax imposed on the decedent's estate.


Paul M. Hamburger
  • Proskauer Rose LLP

Andrew M Katzenstein
  • Proskauer Rose LLP

Daryn A Grossman
  • Proskauer Rose LLP

Albert W Gortz
  • Proskauer Rose LLP


Tzvia Feiertag
  • Proskauer Rose LLP

Harris M Mufson
  • Proskauer Rose LLP

Marc A Mandelman
  • Proskauer Rose LLP

George D Karibjanian
  • Proskauer Rose LLP