TELESEMINAR: Estate Planning Issues in Pre- and Post-Nuptial Agreements – A National Perspective
March 5, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours
Martial agreements – both in pre- and post-nuptial forms – have lost their stigma and are frequently used as estate planning tools. But they are not simple documents, either to plan or draft, or to integrate with other estate documents. Martial agreements involve complicated issues surrounding retirement account assets – IRAs, 401(k)s, and other qualified plans – life insurance policies, personal residences, the allocation of debts, and the rights of former spouses and children form prior marriages. In addition, if proper disclosures are not made, the agreements are subject to challenge by one of the parties or by third parties. There are many planning traps in martial agreements. This program will provide you with a practical guide to major estate and trust issues in planning and drafting pre- and post-nuptial agreement, including retirement assets, life insurance policies, personal residences, debts and expenses and more.
- Estate and trust issues in martial agreements
- IRA, 401(k) and retirement account issues
- Life insurance policy considerations
- QTIP planning and personal residences
- Protecting trust assets in a divorce
- Issues involving former spouses and children from prior marriages
- Integrating martial agreements and estate planning documents
Bridget Sullivan, Sherman & Howard, LLP, Denver
Jennifer A. Pratt, Venable, LLP, Baltimore