NEW PODCAST Estate Planning Pitfalls: Non-probate Assets

Welcome to our series of podcasts focused on educating development teams across the country with common pitfalls faced in estate planning.  This series of informative podcasts will highlight problems and obstacles your donors face in the estate planning process.  Knowing these pitfalls will help you recognize opportunities to assist your supporters determine their best plan, which could include your organization.
 

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates
BILL GUSTOFF, J.D., FCEP // President of Legal Division, Thompson & Associates 


NON-PROBATE ASSETS
 
In this episode, Cayce and Bill discuss non-probate assets. 
  • What is the structure of a good estate plan?
  • What is the purpose and process of probate?
  • Why is it important?
  • What are non-probate assets?
  • Why can they be a red flag? What to know and how to handle.
  •  

Outright Distributions in an Estate Podcast





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