Attorneys Daniel Ruttenberg from SmolenPlevy in Tysons Corner and John Cummins from the Cummins Law Group PLLC in Fairfax share their thoughts on good and bad probate avoidance techniques. Topics discussed are:
- Joint accounts,
- Jointly owned real estate,
- POD/Payable on Death accounts,
- TOD/Transfer on Death accounts,
- Life insurance beneficiaries,
- Retirement account beneficiaries,
- Lifetime and deathbed gifts, and
- Revocable trusts
Recorded October 2017. Broadcast March 2018