Nonprobate Transfers: Advantages and Disadvantages



Nonprobate Transfers: Advantages and Disadvantages

Duration1 hour, 30 minutes


Broadcast 9/2/2021 at 1pm ET/2pm CT | Credits: Live/Recording 2 CRSP, CTFA; Live Only: 1.8 CPE, 1.5 CFP ​
Register for and view this webinar to learn about the different types of nonprobate transfers and the advantages and disadvantages of each. Learn how to resolve issues that arise during life and at death with nonprobate transfers.

Discussion Highlights include:

  • The role of nonprobate transfers in planning
  • Revocable and irrevocable trusts
  • Jointly held property and tenancy by the entirety
  • Beneficiary designations on insurance policies
  • Beneficiary designations on retirement plans and the impact of the Secure Act on them
  • Pay on death provisions for bank and investment accounts and real estate
  • Problems that arise from the use of nonprobate transfers and how to address them
  • Creditors and nonprobate transfers

Audience: Trust Officers, Estate Planners, Trust Counsel, Trust Department Managers, Wealth Managers, Private Bankers, Trust Tax Professionals, Financial Planners, CTFAs, CPAs, CFPs


  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles D. Fox IV, Partner, McGuireWoods LLP
Code: A5087W
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