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About the Teleseminar
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 from 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
About the Speakers
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. Ms. Sullivan received her B.A. from Regis College and her J.D. from Yale Law School.
Jennifer A. Pratt is a partner in the Baltimore office of Venable, LLP, where she has assists client with estate planning, charitable giving, and estate and gift tax controversy matters. She has extensive experience with estate administration, the preparation of federal estate and gift tax returns, as well as fiduciary income tax returns. Earlier in her career, she worked with a major national bank and has particular expertise in adapting financial products to the estate planning needs of clients. Ms. Pratt received her B.A., summa cum laude, from the University of Baltimore, her J.D., magna cum laude, from the University of Baltimore School of Law, and her LL.M. in taxation from the University of Baltimore.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit.(Tentative)