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About the Teleseminar
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
About the Speakers
Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.
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.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour. (Tentative)