Marriage and Divorce in Estate Planning: Impact of Tax Reform, Planning Techniques for Counsel
Post-Divorce Treatment of Trusts, Tax Considerations in Negotiating Prenups and Divorce Settlements
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE webinar with Q&A
This CLE course will guide estate planners, tax counsel, and advisers on the complex tax challenges for estate planning when there is a marriage or divorce. The panel will discuss a variety of tax consequences, the impact of tax reform, post-divorce treatment of trusts, and tax considerations in negotiating prenuptial agreements and divorce settlements.
- Key tax considerations for estate planning for divorced or soon to be married clients
- Impact of tax reform: alimony, exemptions, trusts and more
- Negotiating prenuptial agreements and divorce settlements
- Post-divorce treatment of trusts and other planning items
- Best practices for estate planners to avoid unintended tax consequences
The panel will review these and other key issues:
- What tax issues can arise for estate planning purposes for soon to be married or divorced clients?
- What is the impact of tax reform?
- What are the key negotiating points and provisions for prenuptial agreements and divorce settlements?
- How are trusts and other planning items treated after a divorce?
- What are the most effective estate planning techniques for soon to be married and divorced clients?
Kenneth A. Goldstein
Horwood Marcus & Berk
Mr. Goldstein focuses his practice on trust and estate planning for individuals and sophisticated tax planning for... | Read More
Mr. Goldstein focuses his practice on trust and estate planning for individuals and sophisticated tax planning for businesses. He is knowledgeable regarding the latest strategies in federal and state tax planning, including the most advantageous exemptions for business owners with complex business structures. As both an attorney and CPA, he provides the full range of estate and tax planning solutions to his clients, including income, estate, gift and generation-skipping transfer tax planning, wills and trusts, taxpayer representation in income, estate and gift tax audits, planning for owners of closely-held businesses with diverse interests, including real estate and a variety of other non-cash assets, operating and shareholder agreements, buy/sell arrangements and succession planning, multi-generational wealth planning, including creditor protection and charitable planning.Close
Christin A. Handa
Horwood Marcus & Berk
Ms. Handa concentrates her practice on estate planning and estate and trust administration.| Read More
Ms. Handa concentrates her practice on estate planning and estate and trust administration.Close