Trust and Estate Planning for Second Marriages - Audio Webcast
This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.
This topic may have been previously offered in 2021 (or earlier).
- Emotional context of planning for remarried clients and blended families
- Use of pre-marital agreements to spot contentious issues, align interests, and decrease post-mortem litigation
- Income tax planning issues for the second marriage, including exemptions and credits
- Use of trusts and gifting to prevent unjust enrichment of one branch of a blended family
- Traps and opportunities with retirement benefits
- Post-mortem planning techniques when the first spouse dies – and issues on the “second death”
Faculty: Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL and Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CBA Elder Law Section Member | $49.00 |
| CBA Family Law Section Member | $49.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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