Trust and Estate Planning Issues in Divorce Out of Stock
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Product Details
Computer Based Audio ONLY programs (No Video)- DOES NOT QUALIFY FOR CLE BIG TICKET
Seminar Agenda
Martial separation and divorce are times fraught with emotion, but also fraught with financial decisions that have a major estate, trust and tax implications. Transfers pursuant to divorce are generally tax-deferred. But there are many complications, including the transfer of property over time or where the value may not be known, the assumption of debts, the treatment of income held in trust, and also complex issues of beneficiary designations in retirement plans and insurance contracts. If not properly planned, these transfers can have substantially adverse and often unanticipated consequences. Thus program will cover major issues in trust and estate planning for divorce.
- Treatment of income from and property held in trust on divorce
- Traps surrounding beneficiary designations on retirement benefits and insurance contracts
- Opportunities for post-nuptial agreements to resolve lingering disputes
- Issues related to the sale or transfer of personal residences
- Income tax issues when property and debt are separated in divorce
- Health care issues for children, including insurance for the divorcing spouse
- Educational expenses for children over time
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.
Jennifer A. Pratt is a partner in the Baltimore office of Venable, LLP, where she has assists client with estate planning, charitable giving, and estate and gift tax controversy matters. She has extensive experience with estate administration, the preparation of federal estate and gift tax returns, as well as fiduciary income tax returns. Earlier in her career, she worked with a major national bank and has particular expertise in adapting financial products to the estate planning needs of clients. She has been named in the 2011 edition of Maryland Super Lawyers Rising Stars Edition. Ms. Pratt received he B.A., summa cum laude, from the University of Baltimore, her J.D., magna cum laude, from the University of Baltimore School of Law, and her LL.M. in taxation from the University of Baltimore.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar is an Intermediate level program.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201575ADT
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2021, please use this course code: 212981ADT