Lisa F. Metz publishes article in CBA Estates & Probate newsletter

144Lisa F. Metz published an article in the Connecticut Bar Association Estates & Probate June 2015 Newsletter entitled “Assets in a Brokerage Account May Be Disclaimed Even if Other Assets in the Account Have Been Withdrawn or Sold.”  Lisa wrote the article as a result of receiving a favorable private letter ruling from the Internal Revenue Service.



© 2022 • Brody Wilkinson PC
This website may constitute Attorney Advertising in some jurisdictions | Prior results do not guarantee a similar outcome | Terms & Conditions | Privacy Protection Policy
Photographs by Diana DeLucia