How Assets Pass Upon Death

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All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

There are numerous issues that may impact the transfer or passing of assets upon an individual’s death. This CLE course will review the various routes this may take either by contract via non-probate, titling of an account, the designation of a beneficiary, intestate succession or last will & testament. The course will provide an overview of the types of transfers and the various issues that may arise. The course will introduce the probate process and explain what an attorney and client may anticipate.

Topics Include:

  • Probate vs. Non-probate Property
  • Distribution by Contract/Titling
  • Intestate Succession
  • Testacy Rules of Interpretation/Wills
  • Distributions to Children
  • Overview of Probate Process
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