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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Why Lorman?
Over 37 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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Credit
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Why Lorman?
Over 37 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
This course was last revised on February 11, 2021.
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.
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 37 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
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
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 37 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!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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