Skip to main content
Shopping Cart
cancel
Home#52 - Probate Avoidance Techniques

PROBATE AVOIDANCE TECHNIQUES - GOOD AND BAD

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