Estate Planning for Blended Families: Minimizing Taxes and Estate Issues of Second Marriages
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
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.
Outline
- Estate planning for blended families: introduction
- Probate
- Trusts
- Inherited property and assets
- Wills
- Retirement accounts and IRAs
- Deceased spouse's unused exemption (DSUE)
- Planning options
- Best practices
Benefits
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
Faculty
Tasha K. Jahn
Managing Partner
Cunningham Legal
Ms. Jahn earned her LL.M (Master of Laws) in Estate Planning from The John Marshall Law School and obtained her... | Read More
Ms. Jahn earned her LL.M (Master of Laws) in Estate Planning from The John Marshall Law School and obtained her Juris Doctor from Western State College of Law. She has worked with estates from $100,000 to $60,000,000 in value, including planning in Medi-Cal, marital deduction, irrevocable trusts, life insurance, charitable, grantor retained interests, intentionally defective grantor trusts, property taxes, and IRS Form 709 completion or review. Ms. Jahn has extensive experience with complex trust administration including wealth transfer tax issues, taxable estates, and IRS Form 706 completion or review.
CloseJennifer J. McCall
Partner
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
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international gift and estate planning. She crafts tax-savings business succession and estate transfer plans that preserve wealth and enhance family relationships. Her clients include internationally renowned museums and corporations, charities, foundations, high net worth families and individuals, fiduciaries and nonprofits. Ms. McCall's experience includes complex trust and estate administration and litigation; gift and generation-skipping transfer taxes; spousal rights of election and rights of adopted children; endowments; and tax aspects related to disposition of corporate holdings and financial transactions
CloseCPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
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CPE On-Demand