Trusts, Estates & Probate

4.28

Asset Ownership and Transfers: Estate Planning Attorney's Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 57 minutes
Brady Brown
James Gillis
Catherine Byron-Velazquez
John Evans
Jaime Herrera
With Brady Brown from Rose Law Firm + 4 others
Recorded October 15, 2025
Product ID 101051

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Overview

Ownership Structures, Transfer Methods, Trust Funding, and Tax Implications

Navigating asset ownership and transfer is at the heart of estate planning, and understanding the key methods can help you protect clients' wealth and ensure it's distributed according to their wishes. This comprehensive guide breaks down the essentials of asset ownership and how to transfer assets during life and after it. Build your core knowledge in trusts and estates law - register today!

  • Gain a clear understanding of how wills, testamentary trusts, and beneficiary designations work.
  • Explore how to determine who inherits property when there is no will.
  • Ensure proper transfer of assets into trusts.
  • Anticipate the tax implications of different asset transfer methods.

Abbreviated Agenda

  1. Forms of Asset Ownership Explained: Pros, Cons, Governing Law, Subject to Probate
  2. Inter Vivos (Lifetime) Transfers: Retained Control, Tax Exposure, Probate Avoidance, and Best Use Cases
  3. Post-Mortem Transfers: Wills, Testamentary Trusts, and Beneficiary Designations
  4. Managing Distributions in Estate Administration: A Practical Guide
  5. Legal Ethics Dangers in Handling Clients' Assets

Related Topics

Product ID 101051

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Forms of Asset Ownership Explained: Pros, Cons, Governing Law, Subject to Probate

    1. Sole Ownership
    2. Joint Tenancy With Right of Survivorship
    3. Tenancy in Common
    4. Tenancy by the Entirety and Community Property
    5. Life Estate and Remainder Interests
    6. Business Interests
    7. Trust Ownership

  2. Inter Vivos (Lifetime) Transfers: Retained Control, Tax Exposure, Probate Avoidance, and Best Use Cases

    1. Gifting and Charitable Giving
    2. Transfer to a Revocable Living Trust
    3. Transfer to an Irrevocable Trust
    4. Transfer to a Business
    5. Deed Transfers
    6. 529 Plan Contributions and ABLE Accounts
    7. Steps for Funding a Trust Properly

  3. Post-Mortem Transfers: Wills, Testamentary Trusts, and Beneficiary Designations

    1. Testate Transfers: Will Provisions and Probate Procedures
    2. Right of Survivorship and Intestate Succession
    3. Beneficiary Designations: Retirement Accounts, Life Insurance, etc.
    4. POD and TOD Accounts

  4. Managing Distributions in Estate Administration: A Practical Guide

    1. Priority of Distributions in Estate Administration
    2. Probate vs. Non-Probate Assets
    3. Timing and Process of Distributions
    4. Discretion and Interpretation
    5. Distributions to Trusts and Subtrusts
    6. Minor Beneficiaries
    7. Tax Implications of Transfers

  5. Legal Ethics Dangers in Handling Clients' Assets

    1. Fiduciary Responsibility
    2. Failure to Account for Your Actions
    3. Obtaining Informed Client Consent on Complex Planning Tactics
    4. Conflicts of Interest

Who Should Attend

This program is designed for attorneys. Accountants, trust officers, and paralegals may also benefit.

Speakers

Brady Brown
Brady
Brown
Rose Law Firm
James A Gillis
James A.
Gillis
Law Office of James A. Gillis
Catherine A Byron-Velazquez
Catherine A.
Byron-Velazquez
C. Byron Law, PLLC
Dr. John Evans Ph.D.
Dr. John
Evans, Ph.D.
Evans Legal Group PC
Jaime B Herrera
Jaime B.
Herrera
Connell Foley LLP
Speaker bio
Brady Brown

Brady Brown

Rose Law Firm
Brady Brown

is an attorney with the Rose Law Firm as a part of the firm's business section. He focuses his practice on individual, corporate, and state and local taxation; estate planning and probate; and trust administration. Mr. Brown earned his B.A. degree, magna cum laude, from the University of Arkansas. He earned his J.D. degree, magna cum laude, from the University of Arkansas School of Law (Arkansas Law Review 2020-2021 notes and comment editor; law school Dean's list 2018-2021; Honor Council member 2019-2021; Sports Law and Entertainment Society vice president 2020-2021). In addition, Mr. Brown earned his LL.M. degree in taxation, cum laude, from the University of Florida Levin College of Law. He is admitted to practice in Arkansas.

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Speaker bio
James A Gillis

James A. Gillis

Law Office of James A. Gillis
James Gillis

is a solo practitioner at the Law Office of James A. Gillis, where he focuses his practice on estate planning and estate and trust administration - wills, trusts, and estates. A significant part of his practice involves advising and assisting clients serving as executors, administrators, personal representatives, and trustees. Mr. Gillis typically creates a plan at the outset for how the estate or trust will be administered, giving due consideration to the choices that will be presented during the administration process, and then plan how the work will be divided among the client and assisting professionals. He also helps clients who have already started the administration process, including preparing court accountings and gift and estate tax returns. Mr. Gillis received his B.S. from Villanova University and his J.D., cum laude, from Drexel University Thomas R. Kline School of Law. He is admitted to practice law in Virginia and the District of Columbia.

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Speaker bio
Catherine A Byron-Velazquez

Catherine A. Byron-Velazquez

C. Byron Law, PLLC
Catherine Byron-Velazquez

is an attorney with the law firm of C. Byron Law, PLLC, in West Palm Beach. She practices in the areas of real estate, estate planning, and estate and trust administrations. Ms. Byron-Velazquez earned her J.D. degree from Nova Southeastern University Shepard Broad College of Law.

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Speaker bio
Dr. John Evans Ph.D.

Dr. John Evans, Ph.D.

Evans Legal Group PC
John Evans

is an attorney at his firm Evans Legal Group PC. He earned his Ph.D. degree in educational administration from Georgia State University and his J.D. degree from Valparaiso University. Dr. Evans is a National Endowment for the Humanities Fellow and has studied at Downing College, Cambridge University, England. He served as a founder of the Western Institute for Agricultural Land Use, the Sagebrush Forum, and helped found the Agricultural Rural Law Section of the Colorado Bar Association serving as its chair and on the Board of Governors of the Colorado Bar Association. Dr. Evans has more than 30 years of experience working as both a lawyer, public servant, and educator. As an educator, he worked Mississippi, Illinois, Indiana, California, and Colorado. He served as an assistant professor of educational administration at San Jose State University, a labor mediator resolving school/teacher labor disputes, director of university to public school's partners program for school improvement, and a college dean. He has specialized in leadership development, accountability, and school finance reform. Dr. Evans also worked on national training projects for the Chief State School Officers Institutes.

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Speaker bio
Jaime B Herrera

Jaime B. Herrera

Connell Foley LLP
Jaime Herrera

is an attorney in Connell Foley LLP's Taxation and Estate Planning group, where she counsels high-net-worth clients on tax-minimizing strategies. She has experience advising high-net-worth individuals and families on all aspects of estate planning, charitable giving, and business succession matters to achieve their personal, philanthropic, and business objectives in the most tax-efficient manner. At the beginning of her legal career, Ms. Herrera served as a law clerk to the Hon. Mitchel E. Ostrer in the Superior Court of New Jersey's Appellate Division. She earned her J.D. degree, cum laude (Leonard Garth Advocacy Award, Nathan N. Schildkraut Award for Excellence in Appellate Advocacy, 2013) from Rutgers School of Law and her LL.M. (taxation, Certificate in Estate Planning) from Villanova University, Charles Widger School of Law. Ms. Herrera is a graduate of the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel (ACTEC). She is admitted to practice in New Jersey.

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