Trusts, Estates & Probate

4.56

Non-Probate Assets in Estate Administration

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
OnDemand
1 hours 28 minutes
Kristen Shelton
With Kristen T. Shelton from Turner Jones Legal LLC
Recorded November 04, 2025.
Product ID 101210

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$229

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Overview

How to Distinguish, Value, and Transfer Them Effectively

Correctly classifying and transferring assets is one of the critical tasks of probate. Will the asset need to be handled under probate court supervision or outside it? What happens to jointly-held property and what problems can it create at probate? How are beneficiary accounts handled when the beneficiary designations aren't properly completed? This legal course offers a rapid rundown of the common non-probate assets, their methods of transfer, and associated challenges. Help executors correct planning mistakes and manage non-probate assets better - register today!

  • Clarify what is classified as probate and non-probate assets.
  • Understand and properly use valuation and marketability discounts.
  • Anticipate the tax impact of transferring non-probate assets.
  • Determine spouse's elective share and learn how and when disclaimers are used.

Abbreviated Agenda

  1. Distinguishing Probate vs. Non-Probate Assets
  2. Determining the Spouse's Elective Share
  3. Assets Held Jointly or as Tenants in Common/TODs
  4. Beneficiary Designation Accounts
    1. Life Insurance
    2. Retirement Accounts (401(K), IRAs) After the SECURE Act
    3. What Happens if the Beneficiary Dies Before the Grantor, and There's no Secondary Beneficiary?
    4. TOD/POD Accounts
  5. Trusts in Estate Administration
  6. How Non-Probate Assets Can End up in Probate and What to do About it
  7. Valuation and Marketability Discounts
  8. Tax Consequences of Non-Probate Asset Transfers
  9. Coordinating Non-Probate Assets at Planning

Related Topics

Product ID 101210

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Non-Probate Assets in Estate Administration

    1. Distinguishing Probate vs. Non-Probate Assets
    2. Determining the Spouse's Elective Share
    3. Assets Held Jointly or as Tenants in Common/TODs
    4. Beneficiary Designation Accounts
      1. Life Insurance
      2. Retirement Accounts (401(K), IRAs) After the SECURE Act
      3. What Happens if the Beneficiary Dies Before the Grantor, and There's no Secondary Beneficiary?
      4. TOD/POD Accounts
    5. Trusts in Estate Administration
    6. How Non-Probate Assets Can End up in Probate and What to do About it
    7. Valuation and Marketability Discounts
    8. Tax Consequences of Non-Probate Asset Transfers
    9. Coordinating Non-Probate Assets at Planning

Who Should Attend

This course is designed for attorneys. It may also benefit accountants, trust officers, estate planners, and paralegals.

Speakers

Kristen T Shelton
Kristen T.
Shelton
Turner Jones Legal LLC
Speaker bio
Kristen T Shelton

Kristen T. Shelton

Turner Jones Legal LLC
Kristen Shelton

is the owner and founder of Turner Jones Legal, LLC d/b/a Your Hometown Attorney in Lincolnton, Georgia. Her practice areas focus on estate planning, probate, and real estate transactions in her small, quiet, rural town. Mr. Shelton's overlapping experience in each of these practice areas has established her as a source for consistent and reliable insight and advice to her clients and peers. She is a member of the State Bar of Georgia, Augusta Bar Association, Augusta Family Law Bar Association, and GA GALS, Inc. Ms. Shelton is a member of the State Bar of Georgia's Fiduciary Law, Real Property Law, Elder Law, and Child Protection and Advocacy sections. She earned her B.A. degree from the University of Georgia in Criminal Justice, with a minor in history; and her J.D. degee, cum laude, from Atlanta's John Marshall Law School where she was the executive comments editor for the Atlanta's John Marshall Law School Law Journal. Ms. Shelton additionally serves as the guardian ad litem and child advocate attorney for her local juvenile court as her ongoing mission and passion project. In addition, She assists new local business owners with business planning and strategic financial planning for their homes and businesses. Ms. Shelton enjoys reading, baking, cooking, volunteering her time at her local church, mentoring youth in the community, and rescuing animals.

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