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Overview of Working with Surviving Spouse

Having a realistic and personalized plan for a surviving spouse is crucial when it comes to advising them on their estate and assets after the death occurs.

A surviving spouse faces unique challenges after the death of their spouse and ends up in unchartered waters, emotionally, spiritually and financially. The surviving spouse suddenly finds him or herself alone, grieving, vulnerable and forced to deal with legal issues. This information will provide a format for advisors, whether legal, financial or otherwise, to guide and counsel clients who have recently experienced the death of a spouse. The materials will emphasize the myriad of issues that arise for the surviving spouse and present workable suggestions and solutions. This information is critical for anyone who specializes in estate planning or probate or who wants to learn more about this important topic. To often clients fail to plan for the what if scenario or end up in a scenario for which there an insufficient plan or worse, yet, no plan. These materials will provide the necessary tools to address these issues.

Runtime: 104 minutes
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Why Lorman?

Over 34 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

Gather Information

  • Financial Data (Statements, Credit Cards, Taxes, Insurance)
  • Trusted Advisors (Lawyer, Accountant, Financial Advisor, Insurance Guy, Priest/Rabbi)
  • Legal Documents (Wills, Trusts, Benefits, Certificates - Marriage, Birth, Death)

Speak With Trusted Advisors

  • Lawyer
  • Accountant
  • Financial Advisor
  • Friend/Family Member

Address Legal Issues

  • Burial and Funeral
  • Creditors
  • Expenses
  • Probate
  • Non-Probate Assets
  • Insurance - Health, Life, Auto
  • Homestead
  • Taxes
  • Memberships
  • Cash Flow
  • Retirement Assets

Plan for the Future

  • Update Estate Planning Documents
  • Asses Financial Needs
  • Ask Questions
  • Develop a Network

Unique Situations

  • Second Marriages
  • Elective Share/Disinherited Spouse
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Why Lorman?

Over 34 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 Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on June 14, 2019.

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

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • WA CLE 1.75
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.75 hours of A/V credit under the Law & Legal Procedure category.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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

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Why Lorman?

Over 34 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

Tereina Stidd

Tereina Stidd

Cole Schotz P.C.

  • Attorney with Cole Schotz P.C.
  • Associate attorney in the tax, trusts, and estates department in an AM Law Top 200 firm with a focus on income, estate, gift, and generation-skipping transfer tax planning
  • Co-author of the chapter “Homestead” in Basic Estate Planning in Florida, 6th, 7th, and 8th ed. published by the Florida Bar
  • Contributor to Estate, Gift, Trust and Fiduciary Tax Returns Planning and Preparation published by Thomson Reuters
  • Recognized many years as a Super Lawyers Florida Rising Star
  • Regular speaker on estate planning, retirement, homestead, and trust and estate administration topics
  • Licensed to practice law in both Florida and North Carolina (inactive status)
  • J.D. degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. degree, in taxation, the University of Miami School of Law; B.A. degree in political science, cum laude, St. Bonaventure University
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More Program Information

Why Lorman?

Over 34 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.

All of your training, right here at Lorman.

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

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406126
Published 2019
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Available in Multiple Formats

Purchase this course and learn on your schedule!