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Estate Planning for Second Marriages (Teleseminar)
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Estate Planning for Second Marriages (Teleseminar)

1 CLE hour

12/4/2014
When: 12/04/2014
1:00 PM to 2:00 PM
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
Estate Planning for Second Marriages - 1 CLE hour

Remarriage is commonplace and comes with a host of estate planning challenges.  Planning for the equitable distribution of property in “blended” families – children or grandchildren from a prior marriage, the second spouse, and perhaps children from the second or subsequent marriage – is fraught with legal and emotional landmines well beyond customary tax planning.  Failure to properly think through objectives and consequences, and to communicate and execute plans can easily leave a client’s estate exposed to open and raw dispute among competing heirs and eventually to destructive fiduciary litigation. This program will provide you with a guide to the practical, substantive and tax aspects of planning for clients who have remarried and their blended families.  

Estate and trust planning for remarriage and blended families
Understanding the emotional context of planning for remarried clients and blended families
Use of pre-martial agreements to spot contentious issues, align interests, and decrease post-mortem litigation
Estate and income tax planning issues for the second marriage, including exemptions and credits
Effective use of trusts to prevent unjust enrichment of one component of a blended family
Common traps and overlooked opportunities with retirement benefits
Post-mortem planning techniques when the first spouse dies – and issues on the “second death”

Speaker:

Blanche Lark Christerson
is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company.  She also practiced law with Weil, Gotshal & Manges in New York City.  Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.
 

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