Jointing Assets to Avoid Probate: Risks and Best Practices

Jointing assets is a common estate planning strategy to try to avoid probate and simplify estate administration. In practice, however, joint ownership often creates confusion, unexpected tax consequences, and, in many cases, estate litigation. This program takes a practical look at when jointing assets works, when it doesn’t, and how you can reduce the risk of future disputes. Experienced estates practitioner Lynne Butler focuses on joint bank accounts, investment accounts, and jointly held real property. You will learn how to: assess when joint ownership is appropriate, identify red flags relating to intention, capacity, and family dynamics, and document joint ownership properly to reduce the likelihood of disputes after death. By the end of the webinar, you will better understand:

• Common myths about joint ownership
• How joint assets can lead to estate litigation
• Steps you can take to reduce litigation risk

This program is designed for estate planners and estate litigators alike, with a focus on preventing disputes.

Live webinar with chat includes 60 day replay. This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.