Learn about ancillary probate and best practices to avoid it in estate planning.
Ancillary probate refers to the process of changing ownership of a piece of property in a state other than where a person lives and dies. More and more people are purchasing or inheriting property in another state to enjoy for vacations or to have ongoing rental income. Unfortunately, if a decedent lives in a different state, ancillary or secondary probate may well be needed to determine who inherits the property. This will certainly add costs and additional time to settle one's estate and cause confusion and frustration, not to mention have impact upon taxes and potential creditors and perhaps even Medicaid planning. Sometimes ancillary probate is the only way to accomplish what the owner wants to occur after death. But for many individuals and/or families, there are other options that can take place during the estate planning process that can avoid ancillary probate. This topic will help those advising clients in how to best title the deeds to their properties, the pros and cons of placing non-homestead property in trust and what will be necessary to plan for in the event the final choice is to permit ancillary probate to occur.
Agenda
Faculty
Vicki Levy Eskin
Levy & Associates, PA
- Owner of Levy & Associates, PA, a small law firm in Longwood, Florida
- She focuses her practice on probate, guardianship, trust administration and estate planning, including specific trusts, Medicaid planning, and veteran's assistance programs
- Has an active circuit civil and appellate mediation practice
- Served three years as the National Solo and Small Firm Conference chair for the American Bar Association, has maintained an active leadership role for many years for the GP|Solo division of the ABA, and served as ABA advisor to the survey and drafting committee for the Uniform Law Commission Committee during its three year work on creating the model code for fiduciary access to digital assets and the parallel committee for the RPPTL division of the Florida Bar
- Spoke before the Florida Legislature twice in support of FADAA and RUFADAA, leading to its ultimate enactment in her state
- Written and lectured extensively on preserving digital assets, FADAA, RUFADAA, trusts, international estate planning and other areas of estates, trusts and probate administration and small office management
- Through her work with the American Bar Association, she serves as a mentor to solo and small firm practitioners throughout the United States
- She has a history of involvement in local and state bars, including membership in the Iowa State Bar and has served on several community advisory boards
- Can be contacted at http://levylawyers.com
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
