Trust and Estate Planning for Second Marriages | Phone/Audio Streaming - North Carolina Bar Association - Online Store & Learning Gateway
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Wednesday, March 20, 2019, 1:00-2:00pm

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.

This program provides a guide to the practical, substantive and tax aspects of planning for clients with second marriages and blended families.

  • 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"

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
March 20, 2019 1:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
Trust and Estate Planning for Second Marriages | Phone/Audio Streaming
TUITION RATE.  

All Attendees: $80


Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY. 
Speaker Information
Michael Sneeringer   [ view bio ]
Missia H Vaselaney   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Questions?
CLE Premier Pass