Join us for a comprehensive exploration of probate avoidance strategies designed to safeguard estates and ensure a smooth asset transfer process. In this webinar, we'll dive into the mechanics of probate and learn how to circumvent it effectively through tools like living trusts, Transfer on Death Deeds (TODD), and Lady Bird Deeds. We'll cover the legal foundations, practical applications, and best practices for these strategies, enabling you to help your clients avoid the time-consuming and costly probate process. Whether you're new to estate planning or seeking to enhance your skills, this session provides valuable insights to keep your practice ahead of the curve.

Key Takeaways:

• Explore the probate process and understand why avoidance is crucial.
• Differentiate between revocable and irrevocable living trusts and their uses.
• Learn the nuances of TODDs, Lady Bird Deeds, and Joint Tenancy with Rights of Survivorship (JTROS).
• Discover how Small Estate Affidavits can simplify estate administration.

Presenter: 
Michael Keller
The Keller Firm
 
Pricing:
Member $40
Nonmember $54

CE Credit:
1.0 Escrow Credit 

MCLE Credit:
1.0 Hour (expires 8/31/2026)

For those new to the topic and/or the title industry. May include basic concepts, definitions, industry history and/or general information.

Under Procedural Rule P-28 II I-6, TDI will not award credit hours for completing the same course more than once per reporting period. If you attended this course through another instruction method, you cannot be granted credit for both.