J. J. in Phila
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I would only note that this has nothing to do with the discussion at hand, in that there is no evidence that LG (as trustee) set up any joint accounts.
I think it would make it unlikely that she did.
There has been a suggestion that LG may have moved money into joint accounts or that she had set up a trust.
As a joint account holder, I believe LG could have legally closed the account at any time by depositing the money in some other account.
That would indicate any joint account did exist before LG became trustee. That is consistent with what DZ said in "Missed Leads." I don't find it unusual for RFG, a man in his late 50's, unmarried, to put his daughter, his closest relative, on his accounts.
That would partly explain why the estate was so low.
It would not explain why RFG's interest income was so low in 2004 (and 2005). Some things could explain that; RFG putting his money in a irrevocable trust for his daughter, or RFG transferring his money to his daughter both could explain that. Neither explanation is consistent with retirement plans. They would be consistent RFG not planning to be there for retirement.
Estate planning is consistent with RFG anticipating death, either legally or in reality, or both.