Estate Planning for Blended Families / MAR 2025

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Estate Planning for Blended Families / MAR 2025

Credit(s):

3 CLE

Course Number:

X519

Original Program Date:

March 6, 2025

Duration:

3 hours 17 minutes

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Category: Estate Planning, ICLEF ONLINE Seminars

Category: Estate Planning, ICLEF ONLINE Seminars (show less)

OVERVIEW

This program is designed to provide essential tools and strategies for the unique challenges faced when planning estates in blended family scenarios. Considerations to be addressed include the competing interests of spouses, children, and stepchildren; safeguarding family harmony, and utilizing advanced legal instruments to ensure equitable and tax-efficient asset distribution. Our objective is for you to gain practical insights and guidance to help your clients achieve their financial legacy goals while mitigating potential conflicts. Rebecca Geyer Chairs this informative session. Join either in person or online – and bring your questions too!

SCHEDULE

8:30 A.M. Registration and Coffee for In-Person Participants
8:45 A.M. Login Time Opens for Webcast Participants
9:00 A.M. Program Begins
10:30 A.M. Coffee Break (15 Minutes)
12:15 P.M. Adjourn

SPECIFIC COVERAGE TO INCLUDE

What is a blending family, basic considerations for planning for a blended family, and fiduciary choice
Prenups / Postnups, mutual planning agreements, and special needs planning for a blended family
Division of assets in a blended family, especially understanding asset titling and tax implications

To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 or iclef@iclef.org

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