(6)
|
After you purchase this electronic publication, it will be downloaded to your ICLEF Online Account. After logging in to your ICLEF Online Account simply click on the "My Account" tab to access the materials.
Note: All ICLEF Publications are protected under © copyright laws of the United States and may not be disseminated, by or through any means, without prior written approval of the Indiana Continuing Legal Education Forum (ICLEF), 230 East Ohio Street, Suite 300, Indianapolis, Indiana 46204 // ph: (317) 637-9102 // fax: (317) 633-8780 // e-mail: iclef@iclef.org
___________________________________________________________________________________________________
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 Participants8:45 A.M. Login Time Opens for Webcast Participants9:00 A.M. Program Begins10:30 A.M. Coffee Break (15 Minutes)12:15 P.M. AdjournSPECIFIC 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
Adding Registration, Please wait...
