Name
Nonprobate, Nontrust Transfers
Date & Time
Thursday, September 24, 2026, 4:30 PM - 5:30 PM
Description
This presentation will explore the ways assets can pass outside the probate process without using trusts, examining the benefits and burdens of such arrangements and how they may intersect with estate planning goals. The presenter will address various forms of joint ownership with survivorship rights, transfer-on-death or pay-on-death arrangements, and assets like life insurance and retirement accounts that pass via beneficiary designations. This presentation is foundational to intermediate in nature.
Speakers