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Live Webinar

90-minute live streaming program
  • February 11
  • 1:00 - 2:30 pm EST

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

February 11

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.

Learning Objectives

  • You will be able to review your final judgment/decree and agreements for executory tasks.
  • You will be able to discuss consulting a financial advisor.
  • You will be able to review the essentials of estate planning.
  • You will be able to discuss tax considerations post-divorce.

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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

Post-Divorce Financial Checklist
  • Review Your Final Judgment/Decree and Agreements for Executory Tasks
  • Retitle Assets/Bank and Financial Accounts
  • QDROs
Removing Tax Considerations Post-Divorce
  • Do I Need a Trust? If so, Why?
  • Revocable vs. Irrevocable
Consult a Financial Advisor
  • Budgeting
  • Tax Issues
  • Retirement Planning
  • Insurance
  • Investments
Name Change
  • Passport
  • Driver's License
  • Credit Cards
  • Loans
  • Professional Licenses
  • Social Security Administration
Estate Planning
  • Simple Will vs. Pour-Over Will
  • Trusts
  • Durable Power of Attorney
  • Designation of Pre-Need Guardian
  • Medical Directives
Post-Divorce: Substituting a Trust for Alimony After 2019
  • Why Would We Need a Trust and Why Would We Set It Up After the Divorce?
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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.

Credits

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • AL CLE 1.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • 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.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     

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

Who should attend?

This live webinar is designed for attorneys, estate planners, controllers, business owners and managers, tax managers, and financial planners.

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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.

Faculty

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]
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]
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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.

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Product ID: 407604
Published 2021
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