How to Distinguish, Value, and Transfer Them Effectively
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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!
Adam C Zimmerman is an attorney with the law firm of PathFinder Law Group in Towson, Maryland. Mr. Zimmerman represents individuals and families in developing their estate plans of varying levels of complexity, supporting personal representatives in navigating the probate process, administering trusts, petitioning for guardianship, assisting with entity formation, and business transactions. He has a background in commercial real estate and commercial real estate finance. Mr. Zimmerman is a member of the Maryland State Bar Association. He earned his B.A. degree from the University of Wisconsin-Madison and his J.D. degree from the University of Baltimore School of Law.
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