Impact of Blended Families on Estate Planning: Effective Trust Structures, Beneficiary Challenges, Litigation
A live 90-minute CLE video webinar with interactive Q&A
This CLE course will provide estate planners with a deep and practical guide to blended families' trust and estate planning challenges. The panelist will offer specific guidance on avoiding probate or beneficiary challenges, and estate planning vehicles to incorporate prenuptial and postnuptial agreements. The panelist will also offer a critical analysis of methods to minimize litigation risks and handling claims. It will also touch upon mechanisms to avoid a guardianship litigation.
Outline
- Estate planning challenges unique to clients in second marriages or with blended families
- Impact of prenuptial and postnuptial agreements on estate plans
- Balancing maintenance of surviving spouse with a desire to pass on premarital assets to children or other beneficiaries
- Protecting against beneficiary challenges and litigation, both after and during life
Benefits
The panelist will review these and other key issues:
- What mechanisms must estate planners be aware of to protect estate plans involving blended families from beneficiary challenges?
- What is the potential claim that can arise and what are effective strategies for handling litigation?
Faculty
Laura M. Brancato, Esq.
Attorney
BRANCATO LAW GROUP
Ms. Brancato focuses her practice on elder law, medicaid planning, estate litigation and planning and special education... | Read More
Ms. Brancato focuses her practice on elder law, medicaid planning, estate litigation and planning and special education advocacy and litigation.
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