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Trusts and Divorce: Discussion between an Estate Planner and Matrimonial Attorney

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 topic 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. The speaker 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.


Runtime: 95 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Matrimonial vs. Estate Planning - Practical Planning and Drafting

Estate Planning for Future Heirs

Treatment of Spouse in Trust Agreements

Pre-Marriage Planning

Prenuptial Agreements - Generally, Addressing Portability, Trusts, Powers of Appointment, etc.

Non-Married Partners

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

Updating Documents

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

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

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Laurence J. Cutler, Esq.

Laufer, Dalena, Cadicina, Jensen & Boyd, LLC

  • Attorney with Laufer, Dalena, Cadicina, Jensen & Boyd, LLC
  • Practices in divorce, family law, mediation, arbitration and appeals
  • Has been involved in virtually every activity in which a New Jersey matrimonial lawyer could be involved over the span of his more than four decades of practice exclusively limited to matrimonial law and related matters
  • Has written and taught extensively on topics related to his areas of expertise
  • Co-writer of the treatise “New Jersey Family Law Practice” used by practically every attorney and judge in New Jersey who practices matrimonial law
  • Recipient of the prestigious Saul Tishler Award of the Family Law Section for his contributions to the advancement of family law in the State of New Jersey
  • Recipient of the coveted Alfred C. Clapp Award of the New Jersey Institute for Continuing Legal Education for his outstanding contributions and his ongoing commitment to the advancement of continuing legal education for the New Jersey Bench and Bar
  • Listed attorney in The Best Lawyers in America, Bar Register of Pre-eminent Lawyers, and Best Lawyers in New Jersey, New Jersey Monthly
  • J.D. degree, University of Kentucky; B.A. degree, American University
Martin M. Shenkman, CPA, M.B.A., P.F.S., A.E.P., J.D.

Martin M. Shenkman, CPA, M.B.A., P.F.S., A.E.P., J.D.

Martin M. Shenkman, P.C.

  • Attorney in Paramus, New Jersey and New York City
  • Focuses on estate and tax planning, planning for closely held businesses, and estate administration
  • Named by Worth Magazine as one of the Top 100 Attorneys
  • Named by CPA Magazine as one of the Top 50 IRS Tax Practitioners
  • Source for numerous national publications, guest expert appearances on major financial and other television and radio shows
  • Editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist
  • Written 42 books and more than 1,000 articles
  • CPA in New Jersey, Michigan and New York
  • J.D. degree, Fordham University School of Law; M.B.A. degree, University of Michigan; B.S. degree, Wharton School of the University of Pennsylvania
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Why Lorman?

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Product ID: 396014
Published 2015, 2018
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