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EP: Joint Ownership with Tom Cullinan, J.D.

EP: Joint Ownership with Tom Cullinan, J.D.

FromThompson & Associates


EP: Joint Ownership with Tom Cullinan, J.D.

FromThompson & Associates

ratings:
Length:
15 minutes
Released:
Apr 3, 2014
Format:
Podcast episode

Description

Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Tom Cullinan, J.D., as they continue their discussion on the topic of property, specifically focusing on joint ownership. In this podcast, they will cover the following points, and more:1. What are some ways two or more people can own property? 2. What’s the difference between a community property state and a separate property state? 3. For property I own with someone else, how can I tell what type of ownership it falls into?4. What happens at the death of one owner if the title lists two or more owners with the words “tenants in common” or has no words? 5. If the title of a bank account or other asset has the words “as joint tenants” or something similar, what does that mean? 6. What are different ways ownership can be transferred at death?7. Does the value of property add any level of complexity to transferring the property or estate planning?EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.www.ceplan.com
Released:
Apr 3, 2014
Format:
Podcast episode

Titles in the series (99)

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.