Creative trust and estate planning can provide valuable protection to your clients. Understand how modern trust drafting affects your clients in divorce.
With a 50% divorce rate, and a higher rate, some say 75%, for second and later marriages, a careful understanding of the matrimonial implications of estate planning and in particular the use of trusts, is essential to accomplish essential matrimonial and estate planning goals. Trusts have important matrimonial implications. This live webinar will review will and trust drafting, and how trusts may be attacked in a divorce. It will also cover prenuptial agreements, postnuptial agreements, drafting gift and other provisions, financial planning and structuring accounts and assets to conform with the matrimonial arrangements, and other matters. This live webinar will explore how modern trust drafting techniques protect clients going through divorce, and how matrimonial practitioners will have to address these techniques when representing clients in divorce.
Who should attend?
This live webinar is designed for attorneys, estate planners,
accountants, presidents, vice presidents, directors, financial planners,
trust administrators, finance directors, and business owners and
- You will be able to discuss pre-marriage trust planning.
- You will be able to explain living together agreements.
- You will be able to discuss how different trust planning techniques affect divorce.
- You will be able to identify post-divorce estate planning steps.
Matrimonial vs. Estate Planning – Practical Planning and Drafting
Estate Planning for Future Heirs
Treatment of Spouse in Trust Agreements
Prenuptial Agreements – Generally, Addressing Portability, Trusts, Powers of Appointment, etc.
Living Together Agreements
BDIT – Using a Beneficiary Defective Irrevocable Trust as a Pre-Marital Planning Tool
Spousal Right of Election
Estate Planning During Marriage
Post-Nuptial Agreements and Estate Planning
Trusts During Divorce
Children's 529 Plans
Qualified Personal Residence Trust (QPRT)
Insurance Trust to Meet Divorce Obligations
FLPs – Family Limited Partnerships and FLLCs – Family Limited Liability Companies
Property Settlement Agreement (PSA) - Estate and Trust Considerations
Post-Divorce Estate Planning Steps