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Trust And Estate Planning For Second Marriages (teleseminar)
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This program will provide you with a guide to the practical, substantive and tax aspects of planning for clients with second marriages and blended families.

3/20/2019
When: 3/20/2019
1:00 PM to 2:00 PM
Where: United States
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.

 
TRUST AND ESTATE PLANNING FOR SECOND MARRIAGES, 1 CLE hour
 

Second marriages post a wide range of planning challenges.  Planning for the equitable distribution of property in “blended” families – children or grandchildren from a prior marriage, a 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 carefully consider objectives and consequences, and to communicate and execute plans can easily leave a client’s estate exposed to open and raw disputes among competing heirs and eventually to destructive fiduciary litigation.     

  • 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
  • Income tax planning issues for the second marriage, including exemptions and credits
  • Use of trusts and gifting to prevent unjust enrichment of one component of a blended family
  • Traps and opportunities with retirement benefits
  • Post-mortem planning techniques when the first spouse dies – and issues on the “second death”

Speakers:

 

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

 

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

 

 

*(Teleseminar courses qualify for self-study credit only)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.

 

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