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Estate Planning for Pre- and Post-Nuptial Agreements (Teleseminar)
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Estate Planning for Pre- and Post-Nuptial Agreements (Teleseminar)

1 CLE hour

When: 01/22/2015
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 Pre- and Post-Nuptial Agreements - 1 CLE hour

Martial agreements, whether pre- or post-nuptial in form, are intended to modify the rights a spouse may have otherwise had under law. These agreements are enforceable generally unless they are not voluntary or full disclosure was not properly provided. They are also governed under law that is separate and distinct from estate and trust laws.  When clients want to use martial agreements, planners have a series of significant issues to consider, including the extent to which these agreements can modify spousal rights, offsetting estate and trust transfers, enforceability and tax consequences, and much more.  This program will provide you with a practical guide to estate and trust planning issues when clients use marital agreements. 

Estate and trust planning issues for pre- and post-nuptial agreements 
Substitute transfers for waiver of spousal rights – and relationship to marital deduction 
Coordination of estate and trust documents and marital agreements – and enforceability 
Portability and the deceased spousal unused exclusion amount
Protecting trust assets in a divorce – marital or separate property, powers of appointment and withdrawal
Retirement asset issues and beneficiary designations
Planning for children from prior marriages
Personal residence issues 


Bridget Sullivan
is a partner in the Denver office Sherman & Howard, LLP, where her practice focuses on estate planning, wealth transfer planning, estate administration, trust administration, and litigation related to trusts and estates. Ms. Sullivan has extensive experience with sophisticated estate planning techniques for prenuptial agreements, and has written and lectured on the topic for numerous bar and other organizations.  She has counseled clients on a variety of wealth transfer strategies and charitable giving techniques to accomplish family giving objectives while minimizing the impact of gift, estate, generation-skipping transfer, and income taxes.  Before entering private practice, she served as a judicial clerk to the Honorable Earnest C. Torres of the United States District Court for the District of Rhode Island.  Ms. Sullivan received her B.A. from Regis College and her J.D. from Yale Law School.

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