Estate Planning for Blended Families Out of Stock
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March 2011
Estate Planning for Blended Families - MP3 Download
Co-sponsored by the CBA Trust & Estate Section
Trust & Estate Section CLE Luncheon Series
Program Highlights
Blended families are the norm, not the exception. Couples in second (or subsequent) marriages have special estate planning needs:
- Joint representation and conflicts of interest
- Examples of plans that try to balance spouse and children
- Statutory rights of surviving spouse that can defeat the plan
- Trying to minimize conflict over financial interests between spouse and children
- Planning for remarriage of spouse and effect on children's interests
- Tangible personal property: the emotional items!
- A place to live: options for planning with the principal residence
- Effect of nonprobate transfers: joint tenancy and beneficiary designations
Purchase this program to learn how to expertly meet the unique needs of your clients.
Presented by Laurie A. Hunter, Esq.
Program Description
Estate planning for couples with blended families brings special challenges to the planning attorney. Balancing the interests of the surviving spouse and those of children from prior marriages can be difficult, especially in more modest estates. The planner must be particularly alert during meetings with the client(s) for clues to sources of conflict between the spouse and children, and the planner should try to suggest a plan that will defuse conflict after the client's death. Extra attention must be paid to ethical issues with respect to conflicts of interest between the spouses if the attorney represents both husband and wife.
Topics
- Joint representation and conflicts of interest
- Examples of plans that try to balance spouse and children
- Statutory rights of surviving spouse that can defeat the plan
- Trying to minimize conflict over financial interests between spouse and children
- Planning for remarriage of spouse and effect on children's interests
- Tangible personal property: the emotional items!
- A place to live: options for planning with the principal residence
- Effect of nonprobate transfers: joint tenancy and beneficiary designations
Presented by Laurie A Hunter, Esq.
Program Series Chair
Jennifer M. Spitz, Esq.
Stover & Spitz, LLC
Longmont, CO
Faculty
Laurie A. Hunter, Esq.
Wade, Ash, Woods, Hill & Farley, PC
Denver, CO
Laurie A. Hunter has been in private law practice for 30 years. Her practice focuses on estate planning, probate and trust administration. She was elected as a Fellow in the American College of Trust and Estate Counsel in 1998, and serves on the State Laws and Charitable Planning Committees. She is active in the Trust & Estate Section of the Colorado Bar Association, and serves on the Statutory Revisions Committee and the Rules and Forms Committee. She is active in other professional organizations, including the Women's Estate Planning Council, the Rocky Mountain Estate Planning Council, and the DTC Chapter of Business and Professional Women. Ms. Hunter was previously Editor of The Green Book for ten years. She is listed in Best Lawyers in America, and is a frequent speaker on trust and estate issues.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits