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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
HOTEL ACCOMMODATIONS: Please make your reservations with the Hilton Indianapolis Hotel and Suitesby CLICKING HERE or calling 317.972.0600.Please mention ICLEF when calling to book your reservation.Rates and reservations are subject to availability.
3 CLE
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