TELESEMINAR: Estate Planning for Pre- and Post-Nuptial Agreements

March 24, 2011
12:00 – 1:00 p.m.
1.00 MCLE hours

Telephone

Use of pre- and post-nuptial agreements has become almost commonplace. The major challenge for estate planners is integrating those agreements into the estate and trust plans of the couple. This often impacts the interests of, and agreements, with former spouses, children from other marriages, and other parties in interest. Where the estate and trust implications of those pre- and post-nuptial agreements are overlooked, substantial and adverse financial, practical legal and tax problems can easily result. This program will provide you with a real world guide to challenges of incorporating pre- and post-nuptial agreements into estate and trust plans, major disclosure issues, planning related to joint and separate debts, taxes and expenses during the lifetimes of the parties, and practical tips to avoid disputes and legal challenges later.
 
Highlights:
  • Estate and trust planning issues in pre- and post-nuptial agreements
  • Disclosure issues and third party challenge issues
  • Joint and separate debts
  • Expenses and taxes during the lifetime of the parties
  • Issues involving former spouses and children from other marriages
  • Treatments of trusts in divorce, including those funded by third parties
  • Integrating new agreements with existing plans
    For more information about ISBA's Teleseminar programs, please visit: http://www.isba.org/cle/teleseminar
 
Program Speaker:
Bridget Sullivan, Sherman & Howard, LLP, Denver
 

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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