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CLE-Practical Considerations in Representing the (Un)Happily Married Couple
April 25 @ 12:30 pm - 1:30 pm
Elder Law /
Trust & Estates Committee
presents
Practical Considerations in Representing the (Un)Happily Married Couple
Sponsored by
April 25, 2024
12:30 – 1:30 pm
Whether advising the (un)happily married clients before, during or after the (un)happy marriage, attorneys should be aware of important tools, techniques and other considerations in order to advantageously position their clients in the event of divorce. With the increasing overlap among professional disciplines, advisors have much to gain from having cross-disciplinary fluency.
Topics include:
- Powerful new tax considerations;
- A hidden asset in prenuptial planning that could be worth millions;
- Asset protection trusts: A potentially powerful premarital option;
- “Quiet” Trusts, with the ability to restrict beneficiary access to trust information;
- Lifetime planning considerations;
- Documents that require immediate review in light of divorce;
- Analytical tools to advantageously position clients in divorce negotiations;
- Significance of credit solutions in divorce;
- Attacking and defending trust assets in divorce;
- Compelling options to potentially change otherwise irrevocable trust terms;
- Key considerations regarding the use of life insurance; and
- Recent developments regarding stored genetic material.
Drawing upon the latest judicial and legislative developments, this presentation will raise awareness of some of the estate planning, tax, and family law issues that need to be considered to better position attorneys to advise clients before marriage, during their marriage, and before a divorce is finalized.
Sharon L. Klein, Esq.
1.0 CLE Credits
(1.0 Professional Practice)
(Transitional / Non-Transitional)
Cost:
Free to Members
Non-Members – $40