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What happens if the owner of an UTMA dies?

In general, if a custodian dies without having effectively designated a successor and the minor is 14 years old or older, the minor may designate as successor custodian an adult member of the minors family, a guardian of the minor, or a trust company (from Massachusetts version).

Can you name a successor custodian on a UTMA account?

You may designate a successor custodian only if you are the current custodian of the account. I hereby designate the following successor custodian in the event of my resignation, disability or death.

How do you name a custodian under Utma?

You establish the account in the name of the custodian for the minor child as, for example, [Custodian Name], as custodian for [Minor Child Name] under the [Name of State UGMA/UTMA Act]). Income generated by the account is reported to the Internal Revenue Service under the social security number of the child.

Can you change the custodian on a custodial account?

When children docHub the age of majority, the account can be transferred into their name only with custodian consent. Otherwise, they can remove the custodian from the account at the age of termination.

What is successor custodian for UTMA?

Typically, under the applicable UTMA/UGMA statute, the custodian may name a successor upon death. If a successor is not designated and the minor is over age 14, the minor may appoint a successor using a docHubd letter. Otherwise, the minors guardian becomes custodian or the court appoints one.

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