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These telephone seminars are presented by national speakers who are experts in their areas of practice often ABA Section chairs, authors of books in their areas of practice, and heads of practice groups.
Avoiding probate or other post-mortem processes for settling an estate is often a primary driver for clients. Probate can be a time-consuming, slow and costly process. Many estates small and large benefit from avoiding the process and accomplishing the direct and immediate transfer of assets on death. There are effective techniques, including the use of grantor trusts, custodial accounts, and insurance products, to accomplish these goals. But they all come with traps. This program will provide you with a practical guide to planning the transfer of client assets outside of probate, the circumstances in which each works best, and the risks involved with each technique.
- Effective techniques for transferring small and larger estates to avoid probate
- Use of grantor/revocable trusts to avoid probate
- Use of custodial accounts, including bank and retirement accounts, to transfer assets
- Effective use (and traps) of beneficiary designations and payable on death accounts
- Planning with insurance policies
- Using forms of ownership to transfer real estate
Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP Cleveland
Jeremiah W. Doyle, IV, BNY Mellon Wealth Management Boston
Once registered you will receive from the MSBA a confirmation email containing a toll-free telephone number to call on the day of the seminar. You will also receive a pdf containing the materials for the program to print.