When Estate Planning & Divorce Collide
Crossover issues explored and explained!
- Product Number: 2190068WBC
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Divorce practitioners and Estate Planning practitioners often find themselves facing issues that require the expertise of both areas of the law. At a minimum, an attorney needs to be able to recognize an issue exists in which they need to consult with an expert in the other field.
Expert faculty review estate planning for divorcing couples: income tax basis planning, exemption planning, gifting to children, planning for college expenses, and splitting § 529 plans. Plus, find out how the Court’s decisions in Pfannenstiehl and Ferri v. Powell-Ferri impact trust property as a part of the marital estate.
This seminar provides practical information on how to address intertwining issues when they arise in a divorce case. Join our expert faculty for an easy-to-understand explanation of the intersection of these two practice areas.
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Agenda
Agenda & Materials
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2:00 - 2:15
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2:15 - 3:15
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Cases
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DeMatteo v. DeMatteo, 436 Mass. 18
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Dominick v. Dominick 18 Mass. App.Ct. 85
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Austin v. Austin, 445 Mass. 601
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Fogg v. Fogg, 409 Mass. 531
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Rubin v. Rubin, 29 Mass.App.Ct. 689
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Ansin v. Cravin-Ansin 457 Mass.283
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Prenuptial and Postnuptial Agreement Checklist
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Materials from George L. Cushing, Esq.
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Relevant Statutes:
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M.G.L. 208 Section 34, 48, 49, 50, 51, 52, 53, 54 & 55
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M.G.L. Chapter 190B Section 2-102 and Section 3-203
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M.G.L. Chapter 191 Section 15
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Federal ERISA statute
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3:15 - 3:30
Networking and Refreshment Break
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3:30 - 3:45
Prenuptial Agreements and Postnuptial Agreements (continued)
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3:45 - 4:15
Discovery of the parties’ vested interests in estate and trust
on demand video Add to CartAttorney Schmidt: Divorce prospective Attorney Rico: Estate planning prospective -
What is a Vaughan Affidavit
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Vaughan Affidavit: looking for trusts created
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When is it used
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Who should prepare the Affidavit
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Vaughan case
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Sample Vaughan Material
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Pfannestiehl and Ferri v. Powell-Ferri 88 Mass.App.Ct.121
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IRS notice 2011-82 Portability
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4:15 - 5:00
What Estate Planning is Necessary in Divorce
on demand video Add to Cart -
Income Tax Basis Planning
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Supplemental Probate Rule 411
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SLAT
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Firmly in the column of the spouse, it is vested
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Source of funds that replace alimony
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Life Insurance Trusts
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Materials by Brian D. Bixby, Esq, Elizabeth G. Crowley, Esq. Robin M. Lynch Nardone, Esq.
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529 Plans
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PLR 200120016
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Calhoun v. Rawlins Appeals Court No. 17-P-40
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Ferri v. Powell-Ferri, 476 Mass. 651
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M.G.L. 190B 2-802
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M.G.L. 190B 2-804
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M.G.L. 209 Section 36
Special Program Materials:
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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- Faculty