No. of Recommendations: 0
I think you do have a complaint if the bonds were held by you both in your capacities as trustees, not personally. Otherwise Pixy is correct regarding the "and" designation. Take a look at what else was in the trust and how it was titled. I'm assuming this is a trust that will go to your heirs anyway. So probate is not the real issue, it is whether or not these funds are subject to inheritance tax. If they are, or if they going through probate makes the funds go to someone other than your husband intended, this is worth disputing.
BTW, for inheritance tax purposes, generally when property is jointly held, whether "and" or "or" it is taxed at one-half it's value for inheritance tax purposes. Avoiding probate does not necessarily mean avoiding inheritance tax. That is a fine line, but that is how I make my living (VBG).
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