Premarital agreements and property settlements can bolster or undermine estate plans, yet many estate planners want to avoid the fray of clients in the throes of separation or dissolution. Family law practitioners are often unaware of the ways an estate planner can help with the process. With this program, family law practitioners will discover the real benefits of estate planning guidance during dissolution. Estate planners will learn how best to serve as consultants to the lawyer representing the parties in the dissolution.
Premarital and post-marital agreements often involve cross-over domestic relations and estate planning issues. In discussing how best to structure such agreements, the speakers will pay particular attention to the estate planning ramifications that family law practitioners should know and discuss the family law issues that estate planners should take into consideration.
Assumes some experience in family law and/or estate planning.
- Premarital agreements
- Death during cohabitation
- Estate planning during separation
- Spousal support and child support
- Custody and guardianship issues
- Family living trusts
- Gifting programs:
- structuring gifts from family members
- gifts to minors
- Death during separation
- Bifurcation issues
- Property settlement:
- transfers of business interests
- using charitable trusts
- family residence
- Retirement plan benefits
- Life insurance
- Avoiding conflicts of interest