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Attorney Allison Poirier outlines wills, trusts and probate at community Estate Planning 101
Summary
At a community Estate Planning 101 presentation, attorney Allison Poirier of KKC Law explained how joint ownership, beneficiary designations, wills and trusts affect probate; she urged advance planning for powers of attorney, health care directives and warned of Medicaid’s five‑year lookback for irrevocable transfers.
Attorney Allison Poirier of KKC Law delivered a community presentation titled “Estate Planning 101,” walking attendees through how ownership forms, wills and trusts affect what happens to assets after death and how to plan for incapacity.
Poirier opened by urging people not to rely on default state rules (intestacy) and said the primary benefit of estate planning is control: "you get to pick who that person is to make sure it's the right person doing those things," she said. She described a four‑column framework for asset ownership: joint survivorship ownership, beneficiary‑designated accounts, assets owned solely in one name (probate assets), and assets held in revocable (living) trusts.
She advised that jointly owned assets and beneficiary‑designated accounts commonly bypass the will and probate: "those…
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