Blanche Lark Christerson, Esq., managing director, Deutsche Bank Private Wealth Management, 280 Park Ave., New York City 10017. She lectures frequently to professional organizations and is author of Tax Topics, a newsletter that covers legislative and regulatory developments, current case law and other tax-related matters (available to Deutsche Bank clients).
You may be tempted to name a spouse or other younger relative as joint owner of your bank, brokerage or…