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Advanced CLE

2021 Trust & Estate Planning for Second Marriages


Total Credits: 1.2 MCLE, 0.0 Kansas Credit

Practice Area:
Trusts, Estate Planning & Probate
License:
Access for 1 year(s) after program date.

Dates


Description

Second marriages pose 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 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. 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.

  • 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 branch 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”

Materials

Cancellation Policy

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