Program Details
2026-01-09 13:00:00
Over 1,000+ webinars
Course Overview
2026-01-09 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session explores the strategic use of non-probate transfer devices for estates under state tax thresholds, examining their advantages such as simplicity and cost-effectiveness alongside disadvantages including risks for minors, disabled beneficiaries, and second marriages. Attendees will learn how to coordinate POD/TOD designations, joint tenancy, and transfer on death deeds with wills and trusts, while understanding provisions under the Uniform Probate Code and Uniform Transfer on Death Securities Registration Act.
Jennifer NortonJames T. McNary 2:10 pm - 3:10 pm ESTThis session demystifies the probate process by explaining when probate is required, how estates move through court systems, and the distinct roles of personal representatives, heirs, and beneficiaries during administration. Using Indiana as an exemplar, participants will examine typical timelines, expected costs, common pitfalls like unfunded trusts and outdated beneficiary designations, and practical strategies such as family settlement agreements to streamline administration and reduce family stress.
Jennifer NortonJames T. McNaryJennifer Norton is an experienced estate planning attorney who has dedicated her career to helping families navigate all stages of planning and administration. She has focused exclusively on estate planning, providing comprehensive services that include trust-based planning, probate administration, and Medicaid qualification strategies. After gaining extensive training through the National Network of Estate Planning Attorneys and working closely with its leadership, she founded Norton Estate Planning & Elder Law in 2013. Her practice now serves more than 350 client families, and her work is driven by a strong commitment to educating and supporting clients through complex legal processes, particularly probate, with practical, clear guidance.
James T. “Jim” McNary is a seasoned trust and estates attorney based in Red Wing, Minnesota, with more than 35 years of experience advising individuals, families, and businesses. His practice focuses on estate planning, probate and trust administration, business succession planning, and related tax matters, allowing him to develop a deep and practical understanding of these areas. Jim is also a respected educator and author, frequently presenting continuing legal education programs and contributing to leading legal publications. He is known for delivering personalized, goal-driven estate planning solutions that help clients protect assets, support family legacies, and ensure smooth generational transitions.
Jennifer Norton is an experienced estate planning attorney who has dedicated her career to helping families navigate all stages of planning and administration. She has focused exclusively on estate planning, providing comprehensive services that include trust-based planning, probate administration, and Medicaid qualification strategies. After gaining extensive training through the National Network of Estate Planning Attorneys and working closely with its leadership, she founded Norton Estate Planning & Elder Law in 2013. Her practice now serves more than 350 client families, and her work is driven by a strong commitment to educating and supporting clients through complex legal processes, particularly probate, with practical, clear guidance.
James T. “Jim” McNary is a seasoned trust and estates attorney based in Red Wing, Minnesota, with more than 35 years of experience advising individuals, families, and businesses. His practice focuses on estate planning, probate and trust administration, business succession planning, and related tax matters, allowing him to develop a deep and practical understanding of these areas. Jim is also a respected educator and author, frequently presenting continuing legal education programs and contributing to leading legal publications. He is known for delivering personalized, goal-driven estate planning solutions that help clients protect assets, support family legacies, and ensure smooth generational transitions.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
