Trusts for Asset Protection in Divorce
Evaluating and Reaching Trust Assets and Ex Parte Trusts; Anticipating Discovery Tactics to Uncover Marital Assets
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Wednesday, August 8, 2012
Recorded event now available
This CLE webinar will highlight what practitioners need to include for an optimal level of asset protection when preparing trusts and outline approaches to identify how trust assets are relevant and reachable within a divorce proceeding.
Description
Trusts can be relevant in a divorce proceeding when a spouse has a direct or indirect interest in a trust. Counsel should identify specific trust features that could make a difference and impact whether trust assets can be reached, potentially affecting alimony and property division determinations.
Within the context of a divorce, trust and estate counsel should understand specific discovery techniques family law practitioners may use to determine whether a spouse has an interest in a trust, whether that interest is material, and what attack can be made against the trust.
Listen as our panel of trust and estate law and family law attorneys discusses how to prepare a trust with the maximum level of asset protection, how to identify relevant factors for trusts within the divorce context, discovery methods that can be utilized to uncover marital assets within a trust, and challenges that can be made against a trust.
Outline
- Effective asset protection features of a trust
- Ex parte trusts created by one spouse
- How a trust fits within the determination of the value of a spouse’s assets
- Where a trust fits within the divorce proceeding
- Discovery methods to uncover trust assets
- Reaching trust assets in a divorce
Benefits
The panel will review these and other key questions:
- What features of a trust provide asset protection within the divorce context?
- What effective and focused discovery questions should be asked to uncover a spouse’s potential interest in a trust?
- What is the impact of ex parte trusts in a divorce action?
Faculty
James M. Kane, Shareholder
Chamberlain Hrdlicka White Williams & Aughtry, Atlanta
He is a tax attorney who deals extensively with managing and coordinating legal and tax matters for high net-worth individuals and families. His practice focuses on trust, estate and asset protection planning and litigation, and IRS audit issues centering on trusts and estates. He is a speaker on trust and estate issues and maintains a legal blog at http://jameskanelegalblog.wordpress.com/.
Marvin L. Solomiany, Managing Partner
Kessler & Solomiany, Atlanta
His practice focuses on domestic relations and family law matters including divorce, custody, paternity, prenuptial agreements and child support. He was Chair, Family Law Section, Atlanta Bar Association and is Executive Board Member, State Bar of Georgia Family Law Section and Editor, Family Law Newsletter, State Bar of Georgia. He has presented and published on trusts and divorce.
Jeff Vandrew, Jr., Atty
Law Offices of Jeff Vandrew Jr., Egg Harbor Township, N.J.
His practice focuses on asset protection planning, wills, trusts, and estate planning. His background as a CPA and attorney provides his clients with expertise on both the legal aspects and tax aspects of estate planning. He is a member of the American Association of Attorney-CPAs and the ABA Asset Protection Planning Committee. He authors articles on estate planning and asset protection.
Ordering
Online CLE - Audio Recording
Includes streaming audio of full program plus handouts (available 24 hours after live program).
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, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, FL, GA, ID, KY, LA*, ME, 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 $147.00
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, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID*, KY, ME, 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) $147.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $147.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $147.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $147.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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Program Materials
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Program Materials
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CLE Credit
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Customer Reviews
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
Better than I expected. Well done on both subject matter and production quality.
Jeff Simpson
Gordon, Fournaris & Mammarella
I thought the information provided was great.
Erika Gamiz
Law Offices of Marcia L Kraft
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
Estate Planning Advisory Board
Partner
Annino & Ligon
Consultant, Speaker and Author
Napa, CA
Partner
McArthur Franklin
Partner and Practice Group Leader - Tax
Waller Lansden Dortch & Davis
Partner
Schiff Hardin
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