Estate Planning for Second Marriages and Blended Families
Incorporating Pre- and Postnuptial Agreements, Meeting Obligations to Children and Spouses, and Maximizing Tax Benefits
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Wednesday, August 31, 2011
Recorded event now available
This CLE webinar will prepare attorneys to identify and address complicated issues in estate planning for second marriages, including incorporating prenuptial and postnuptial agreements, implementing arrangements for titling of property, beneficiary designations, trusts and accomplishing intentions regarding children.
Description
Estate planning for second and later marriages is complex. Consideration must be given to premarital property, property accumulated during the course of a subsequent marriage, distributions to children from the current marriage and meeting obligations to the new spouse.
Prenuptial and postnuptial agreements have become common in second marriages, and incorporating these agreements into estate and trust plans for spouses of second marriages presents challenges. Tax implications of these prior agreements can be significant.
Implementing arrangements for the estate, gift tax planning for each spouse, and effectively accomplishing intentions regarding the children from each marriage also must be addressed. Determining and drafting appropriate trust plans is critical.
Listen as our panel of estate planning attorneys discusses best practices for designing and implementing estate plans for second and blended families, incorporating prenuptial and postnuptial agreements into the estate and trust plans, tax implications of the planning and effectuating the intentions of the spouses.
Outline
- Challenges in estate planning for second marriages
- Prenuptial and postnuptial agreements
- Issues regarding children-his/hers/ours
- Tax issues and tax planning
- Trust structuring and other planning tools
Benefits
The panel will review these and other key questions:
- What are the tax issues that must be considered by estate planning attorneys in the estate planning process for second marriages and blended families?
- What are the best practices for incorporating prenuptial and postnuptial agreements into estate plans for second marriages?
- What issues should attorneys take into consideration in deciding whether to represent both parties in a second marriage in the estate planning process?
- What unique estate planning and drafting challenges are presented by second marriages and blended families?
Faculty
Bridget K. Sullivan,
Member
Sherman & Howard, Denver
Her practice focuses on all aspects of estate and family wealth planning, including sophisticated wealth transfer strategies and integration of those strategies with personal, business and tax goals. She has authored and given presentations on a variety of estate planning issues.
John T. Midgett,
Shareholder
Midgett & Preti, Virginia Beach, Va.
His practice is concentrated in the related areas of estate planning, administration and taxation, and family business planning. He is an author and speaker on topics relating to estate planning, taxation, probate, elder law, and family businesses. He is actively involved in the National Academy of Elder Law Attorneys, and the Duke University Estate Planning Council.
Kristin A. Pace,
Partner
Fitzgerald Abbott & Beardsley, Oakland, Calif.
She focuses her practice on taxation as well as estate planning and estate and trust administration. She advises clients in sophisticated estate planning matters on strategies for minimizing estate and gift tax liabilities. She provides wealth transfer planning services for high net-worth families and individuals. She is a frequent speaker on estate planning for blended families.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, FL, GA, ME, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, ID, KY, LA*, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, FL, GA, HI, ME, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, ID, KY, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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CLE Credit
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Customer Reviews
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson PC
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
The program material was very well organized and thorough.
Laura Buckley
Higgs, Fletcher & Mack
I liked the practicality and thoroughness of the presentation and the handouts.
Barry Jasilli
CVS Caremark
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