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Estate Planning Divorce Issues

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, most every estate planning practitioner will be asked to deal with issues and estate plans that may be complicated by a pending or later occurring divorce. It is imperative that the practitioner have a clear understanding of the matrimonial implications related to estate planning and in particular the use of trusts, will and powers of attorney. This topic will review will and trust drafting, and how trusts may be attacked in a divorce, as well as discuss ways to deal with divorce issues in estate planning and probate. 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 topic helps the practitioner understand how to protect their clients going through a divorce, and how to address matrimonial issues in planning.


Runtime: 90 minutes
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Why Lorman?

Over 32 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 Planning vs. Estate Planning

  • Estate Planning for Future Heirs
  • Estate Planning for Divorcing or Separated Parties
  • Post-Marriage Estate Planning
  • Assets Left to Minor Children, How to Plan

Changing Wills, Trusts and Other Documents

  • How Trusts Are Affected by Divorce, and How to Spot What Needs to Be Changed
  • How Pre and Post-Nuptial Agreements Affect Estate Planning
  • Beneficiary Designations: Why and How They Should Be Changed Post-Divorce

Terminating Rights

  • Terminating the Ability to Inherit From the Estate of the Ex-Spouse
  • Amending the Power of Attorney (Medical and Financial)
  • Use of Post-Nuptial Agreements to Resolve Lingering Issues
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Why Lorman?

Over 32 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 course was last revised on February 16, 2018.

Call 1-866-352-9540 for further credit information.

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

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Why Lorman?

Over 32 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

Joshua R. Driskell

Joshua R. Driskell

Primuth & Driskell, LLP

  • Founding Partner of Primuth & Driskell, LLP
  • Specializing in Tax, Estate Planning, Trust Administration and Probate
  • Rising Star Super Lawyers 2016 2017
  • Achieved the highest rating in the Martindale-Hubbell Law Directory
  • Admitted in United States Tax Court
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at 626-683-7234 or [email protected]
Erika R. Scheideman

Erika R. Scheideman

Primuth & Driskell, LLP

  • Senior Counsel at Primuth & Driskell, LLP
  • Specializing in Family Law
  • Rising Star Super Lawyers 2016 2017
  • Active member of the California State Bar and a member of the Family Law sections
  • Can be contacted at [email protected], 626-683-7234 or www.prdrlaw.com
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Why Lorman?

Over 32 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.

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Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 400491
Published 2018
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