CATEGORY: Hidden Courses

Estate Planning Around a Second Marriage (and Other Complications)

Course Access: Lifetime
Course Overview

Tuesday, November 22, 2016 at 1:00 p.m.

A second marriage can bring with it a lot of happiness. However, there are also challenges, especially when laying out your estate plan. Just how do you provide financial support for “blended family” members from different marriages. Each spouse may have brought different assets into the marriage and have different objectives when it comes to passing on wealth to children. If children are dependent or independent adults may change the ideas. Plus who gets the pension plan assets?

These are just a few of the complications that your client will need to think about when planning their estate and writing their will after marrying for a second time. This webinar will identify key questions you, as a legal professional, need to ask your client and give you a checklist of items you need to cover when there are multiple marriages and ‘blended’ families.

Presenter: Suzanne Deliscar, Principal, Deliscar Professional Corporation

This webinar is eligible for 60 Substantive minutes.