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Probate Avoidance Strategies and Guardian Designations

Business

Probate Avoidance Strategies and Guardian Designations

Course 40653A · 2 hrs · CPA

Helping clients avoid probate can save time, money, and family stress. This course explores practical strategies—including beneficiary designations, deed transfers, joint ownership, and small estate procedures—that allow assets to pass outside of probate. It also addresses one of the most personal aspects of estate planning: choosing a guardian for minor children. CPAs and advisors working with families will find this course highly relevant to the conversations they're already having with clients.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Probate Avoidance Strategies and Guardian Designations
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