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The Post-Divorce Checklist: The Obvious and Not So Obvious

 

Ensure nothing slips through the cracks for your clients, post-divorce.

Recently divorced individuals may not be in the mindset to move on. Once a divorce is final, they may want a break from paperwork, lawyers and other professionals, or even thinking about finances. Although that is a normal reaction, the weeks and months immediately post-divorce are important, and a failure to take certain steps could have significant consequences. Professionals guiding recently divorced individuals must be prepared to ensure nothing slips through the cracks post-divorce, so their clients have financial peace of mind. This topic will also explain concrete steps the recently divorced should take to get on the right track financially to take control and make the most of their finances. This information is critical for attorneys, estate planners, business owners and financial planners.

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The Post-Divorce Checklist: The Obvious and Not So Obvious

Agenda

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The Post-Divorce Checklist: The Obvious and Not So Obvious

Faculty

Natalie A. Roberts

Natalie A. Roberts

Johnson Pope Bokor Ruppel & Burns, LLP

  • Of counsel at Johnson Pope Bokor Ruppel & Burns, LLP
  • Practice emphasizes all aspects of tax law and estate planning
  • Conducts occasional seminars and workshops on such topics as divorce taxation, asset protection, and general issues in estate planning
  • Written articles and blogs related to the areas of tax law, business law and estate planning
  • Tampa Chamber of Commerce Leadership Tampa Class of 2018; Leadership Tampa Alumni, Women of Influence and Programming Committees; Estate Planning Council of Tampa Bay
  • Economic Club of Tampa; Florida Bar; Hillsborough County Bar Association; American Bar Association; and Minnesota State Bar Association: Tax, Probate, Trust and Estate Planning, and solo/small firm sections; League of Exceptional Women; The Helen Gordon Davis Centre for Women; and USF Women in Leadership and Philanthropy
  • J.D. degree; LL.M. degree in taxation, University of Florida Law School
  • Can be contacted at 813-225-2500 or [email protected]
Christine Lynne Derr

Christine Lynne Derr

Harris, Hunt & Derr, P.A.

  • Shareholder attorney at Harris, Hunt & Derr, P.A. in Tampa Florida
  • Practice emphasizes all aspects of marital and family law
  • Regularly presents on topics related to family law, collaborative law and domestic violence
  • Published regularly in Hillsborough County Bar Association Lawyer magazine on family law issues
  • J.D. degree, University of Florida; B.A. degree in history, University of California at Berkeley
  • Can be contacted at 813-223-5421or [email protected]
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The Post-Divorce Checklist: The Obvious and Not So Obvious

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