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June ADFP Zoom Meeting | Planning for the Second Act : Estate Planning After Divorce with Nancy Burner
Most couples seek out an estate planning attorney together. The resulting plan often takes advantage of tax strategies that are unique to married couples. These plans also tend to put the surviving spouse in a position of control. After a divorce, each person is often in a different position in terms of the assets that they own, the persons that they trust, and the individuals that they would like to benefit from their estate. This lecture will dive into the implications a divorce has for the estate plan of a recently divorced person and the ways in which they can protect their assets and minimize the income and estate tax ramifications for the intended beneficiaries.

In Nancy's presentation, you will learn:

• Does a divorced person always need to review and re-execute their estate planning documents? And should they wait until the divorce is finalized?
• In what ways can an estate planning attorney assist in negotiating the settlement agreement?
• What planning can be done before remarriage to protect the estate?
• How can minor beneficiaries best be protected?
• What tax strategies are currently available to minimize estate tax liability?

Jun 22, 2020 08:30 AM in Eastern Time (US and Canada)

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