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Courses/Law/Will and Estate Law

Estate Assets Unveiled: Non-Probate Property Essentials

Explore the intricacies of estate planning with a focus on non-probate property essentials and strategies to ensure smooth asset transfer while minimizing legal complications.

Created byKyle McKay
4.7
(66 reviews)
BeginnerUpdated Aug 4, 2024
Estate Assets Unveiled: Non-Probate Property Essentials

What You'll Learn

check_circleIdentify and distinguish between probate and non-probate assets.
check_circleUnderstand the importance and functionality of beneficiary designations.
check_circleExplore the legal implications and strategies for managing real estate and other property titles.
check_circleLearn how to effectively use transfer on death and payable on death designations for financial accounts.
check_circleGain insight into the role of trusts in estate planning and their benefits.
check_circleDevelop strategies to handle personal property and ensure its smooth transfer to beneficiaries.

About This Course

This course provides a comprehensive overview of estate planning with a focus on non-probate property essentials. Participants will learn about the various types of non-probate assets, the significance of beneficiary designations, and the legal implications of these designations.

The course also covers the challenges and strategies for managing and transferring assets like real estate, financial accounts, and personal property.

By the end of the course, attendees will be equipped with the knowledge to effectively manage estate assets, ensuring they are distributed according to the owner's wishes while minimizing legal hurdles and probate costs.

Topics List:

  • Introduction to Non-Probate Assets
  • Understanding Beneficiary Designations
  • Managing Real Estate and Property Titles
  • Financial Accounts and Transfer on Death Designations
  • Trusts and Their Role in Estate Planning
  • Handling Personal Property and Sentimental Items
  • Legal Challenges and Strategies in Estate Planning
  • Case Studies and Practical Applications

Your Instructor

Kyle  McKay
Kyle McKay

Owner of The McKay Law Firm, LLC

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star66 reviews

Kyle McKay was born and raised in St. Charles, Missouri. He attended grade school at Immanuel Lutheran in St. Charles and graduated from St. Charles West High School. After college at Central Missouri State University, now University of Central Missouri, he worked full-time in the world of professional sales, until finally seizing the opportunity to achieve his dream of becoming an attorney. He graduated from law school from the Saint Louis University School of Law in 2007. Kyle now lives in St. Louis with his wife and three children. His weekends are spent watching and coaching his children in sports and spending as much time with his family as possible. Areas of Practice - Estate Planning​- Small Business Consulting - ​Traffic and Criminal - ​Personal Injury Professional Experience - Owner of The McKay Law Firm, LLC (June 2012 to Present) - Assistant Prosecuting Attorney for the City of O’Fallon (May 2011 to Present) - Assistant Prosecuting Attorney for the City of Wentzville (January 2019 to Present) - Associate Attorney for Lutfiyya Law Firm, LLC (April 2008 to June 2012) Memberships - State Bar of Missouri since 2007 Networks and Organizations - BNI – Success Alliance Chapter since 2008 - WealthCounsel Member since 2017 - Chesterfield Chamber of Commerce since 2020

Credit Information

What Students Are Saying

4.7
Student's Choice
66 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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