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Estate Planning for Blended Families: Minimizing Taxes and Estate Issues of Second Marriages

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Wednesday, May 8, 2024

Recorded event now available

or call 1-800-926-7926

This webinar will review critical trust and estate considerations for blended families. Our panel of knowledgeable inheritance tax professionals will discuss how trusts are used to satisfy certain property transfers, the availability of a DSUE (deceased spousal unused exclusion) after a new marriage, key documents that should be reviewed and updated, and other pertinent issues that need to be addressed for previously married couples.


Exes and stepchildren are increasingly components of estate plans. Although some planning aspects are the same, there are additional concerns for these families. These may include whether one spouse might disinherit the other's children, children wanting assets before the death of the new or either parent, the need to update estate documents and beneficiaries, and the tax treatment of a former spouse's DSUE.

Couples with prior marriages have varying intentions for asset transfers. Some prefer that each partner leave their respective assets to their children. Other couples want to provide support for the surviving spouse before a transfer, and still others may want an equitable distribution based on current joint assets. The path to resolve these issues can include the use of trusts, new wills, and designated beneficiaries. Tax professionals working with previously married clients need to grasp the tax consequences and additional considerations of family combinations.

Listen as our panel of trust and estate planning experts analyzes specific elements of transfer taxes for couples who were married previously.



  1. Estate planning for blended families: introduction
  2. Probate
  3. Trusts
  4. Inherited property and assets
  5. Wills
  6. Retirement accounts and IRAs
  7. Deceased spouse's unused exemption (DSUE)
  8. Cautionary planning notes for blended families
  9. Best practices


The panel will review these and other critical issues:

  • How the DSUE is impacted by a second marriage
  • Which documents should be reviewed and updated after a second marriage
  • Utilizing trusts to transfer assets for blended families
  • Planning suggestions for transferring assets to stepchildren


Aghajanian, Christina
Christina Aghajanian

Cunningham Legal

Ms. Aghajanian has dedicated her legal career to helping people achieve their family goals as an Estate...  |  Read More

McCall, Jennifer
Jennifer J. McCall

Pillsbury Winthrop Shaw Pittman

Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international...  |  Read More

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