Planning to Avoid Probate
October 2013
Planning to Avoid Probate
Convenient, timely, reliable, and affordable...
Teleseminars are midday continuing legal education conferences broadcast over the telephone. From the convenience of your office or home, you are able to dial into an 800 number, and hear nationally recognized practice leaders speak on important issues in the law. You are also able to ask them your
How to Register
For course details or to register online, go to course of interest link above.
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
Program Description:
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
Faculty:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA's National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Registration Fees
| Non Member | $109.00 |
| CBA | $89.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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