Estate Planning For Second Marriages And Blended Families
|Date / Time:
Estate planning for second and later marriages is complex. Consideration must be given to premarital property, property accumulated during the course of a subsequent marriage, distributions to children from the current marriage, and meeting obligations to the new spouse.
Prenuptial and postnuptial agreements have become common in second marriages, and incorporating these agreements into estate and trust plans for spouses of second marriages presents challenges. Tax implications of these prior agreements can be significant.
Implementing arrangements for the estate, gift tax planning for each spouse, andeffectively accomplishing intentions regarding the children from each marriage also must be addressed. Determining and drafting appropriate trust plans is critical.
Listen as our panel of estate planning attorneys discusses best practices for designing and implementing estate plans for second marriages and blended families, incorporating prenuptial and postnuptial agreements into the estate and trust plans, understanding tax implications, and planning and effectuating the intentions of the spouses.
- Challenges in estate planning for second marriages
- Prenuptial and postnuptial agreements
- Issues regarding children—his/hers/ours
- Tax issues and tax planning
- Trust structuring and other planning tools
The panel will review these and other key questions:
- What are the tax issues that must be considered by estate planning practitioners in the estate planning process for second marriages and blended families?
- What are the best practices for incorporating prenuptial and postnuptial agreements into estate plans for second marriages?
- What issues should counsel take into consideration in deciding whether to represent both parties in a second marriage in the estate planning process?
- What unique estate planning and drafting challenges are presented by second marriages and blended families?
Kristin A. Pace, Partner
Donahue Fitzgerald, Oakland, Calif.
Ms. Pace focuses her practice on taxation as well as estate planning and estate and trust administration. She advises clients in sophisticated estate planning matters on strategies for minimizing estate and gift tax liabilities. She provides wealth transfer planning services for high net-worth families and individuals. She is a frequent speaker on estate planning for blended families.
Todd J. Preti, Principal
Midgett Preti Alperin, Virginia Beach, Va.
Mr. Preti's practice focuses on estate planning, estate and trust administration, fiduciary litigation and family business planning. His estate planning and administration practice includes the preparation of wills, trusts, powers of attorney and advance medical directives. He prepares sophisticated estate and gift tax strategies for clients, as well as related estate and gift tax returns. He lectures frequently on estate planning and probate administration matters as well as business law matters.
Bridget K. Sullivan, Member
Sherman & Howard, Denver
Ms. Sullivan's practice focuses on all aspects of estate and family wealth planning, including sophisticated wealth transfer strategies and integration of those strategies with personal, business and tax goals. She has authored and given presentations on a variety of estate planning issues.
Continuing Education Credits Available
This program has been approved for 2.0 CPE hours through Strafford Publications. CPE Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit.
Strafford is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
To obtain CPE credit, attendees must participate in the live event, return an Official Record of Attendance to Strafford affirming their participation (including the CPE code announced during the program), and pay a processing fee of $35 per person.
Strafford will mail a certificate of credit within approximately 2 weeks of receiving an attendee's completed Official Record of Attendance—provided all required conditions have been satisfied.
Handout materials and the phone number for live presentations are made available to you 1 day prior to the event via email from the presenter. Copies of the presentations are included with recorded versions.
If you order a recorded version of the webinar, CDs will be mailed out approximately 10 days after the live event. Shipping is included in the price of recorded versions.
Cannot Attend The Live Presentation?
This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
|About Webcasts / Audio Conferences / Podcasts:|
Webcasts, audio conferences, and podcasts are presentations that you
attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without
any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back
at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous
times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the
presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.
|Licenses / Designations / Educational Credits:||CPE|
All US States: 2
All US States: 1.5
|About The Provider:
||Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting their website.
Strafford webinars and teleconferences offer an excellent opportunity to train your entire staff—with no lost travel time or expenses. They are extremely cost-effective—allowing an unlimited number of people at your location to listen from a single line at no additional charge.
Each live seminar features presentations by a panel of nationally recognized authorities, followed by an interactive Q&A session. Presentation materials can be viewed online or printed out. Audio can be accessed via the web or a telephone.
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