Non-Probate Assets in Estate Administration

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Correctly classifying and transferring assets is one of the critical tasks of probate. Will the asset need to be handled under probate court supervision or outside it? What happens to jointly-held property and what problems can it create at probate? How are beneficiary accounts handled when the beneficiary designations aren't properly completed? This legal course offers a rapid rundown of the common non-probate assets, their methods of transfer, and associated challenges. Help executors correct planning mistakes and manage non-probate assets better - register today! Clarify what is classified as probate and non-probate assets. Understand and properly use valuation and marketability discounts. Anticipate the tax impact of transferring non-probate assets. Determine spouse's elective share and learn how and when disclaimers are used. Show more