Comprehensive Estate Planning & Probate Essentials: What Lawyers Must Know

Session I – Planning for the Small Estate – James T. McNary Planning for the small estate doesn’t necessarily mean simple estate planning. Planning for even the most modest estate involves numerous important considerations. This session will discuss issues all estate planners should be mindful of when planning for the small estate including the advantages and disadvantages of non-probate transfers, coordination of probate and non-probate transfers, and non-probate transfer devices available under different Uniform Laws. Key topics to be discussed: Advantages and disadvantages of non-probate transfers Coordination of probate and non-probate transfers Devices available under different uniform laws Session II…