Transfer of Joint Tenancy with Right of Survivorship Property to Revocable Trust

wills and trusts in iowa

On January 27, 2023, the Supreme Court of Iowa issued an opinion in the matter of Richard Grout as Trustee of the Helen Schardein 2018 Revocable Trust v. Dan R. Sickels (No. 21-0556).  In the Spring of 2014, Helen Schardein, who was in her nineties, purchased a lake lot at Sun Valley Lake for $85,000.00 and titled it in joint tenancy with right of survivorship, with Dan R. Sickels, who provided various services to her.  Helen had worked as a real estate broker and abstractor.  Dan met Helen in 2012, and performed work on Helen’s rental properties and assisted her

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