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2019-2020 On-Demand: All the Different Ways to Transfer Assets at Death
Mon, Sep 30, 2019
thru Wed, Sep 16, 2020
This program details the many different ways to transfer a deceased person's assets to the heirs. It explains contracts between the deceased and financial institutions, such as Payable On Death designations (POD), Transferable On Death, TOD, beneficiary designations on IRAs, 401(k), 403(b), Beneficiary Deeds, etc. The program details what assets a will controls and who gets the deceased's assets if there is no will. The probate process timeline is reviewed. Both Revocable(Living) Trust and Irrevocable Trust are summarized as well as common provisions used in trust.
Shortly after your purchase is complete, you will receive an email that contains links to the recording, course materials, CLE form and the evaluation.
PLEASE NOTE: Complete this recording by 9/16/2020. This on-demand recording has been accredited for CLE credit until 9/16/2020.