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ENG2315
Estate Planning for the Greying Divorce (EST, TAX)
Date
June 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2023)
Older people, even people into their 90s, get divorced. But when older people divorce, one catalyst for the divorce is often estate planning considerations or capacity issues, and the movers behind and players in the divorce are often the children or caregivers. Also, grey divorces may be settled or litigated in the shadow of death. These facts present unique challenges for CPAs and estate planners and sometimes, unique opportunities. The presenters, one a divorce attorney and one an estate planner, will introduce you to the distinctive realm of estate planning for greying divorce.
Learning Objectives
- This presentation will uncover the unique aspects, financial and otherwise, of the grey divorce, including disability planning, Medicaid, long-term care considerations and non-traditional options in divorce. Once these are identified, estate planners, CPAs and their allied professionals can more fully provide valuable services to their clients and their families.
- The presentation will introduce you to the special planning considerations and drafting suggestions involved when a person’s death is not only likely to occur during or soon after the divorce, but will be a major consideration during the entire divorce process and the resulting settlement terms.
Speakers
Wendy S. Goffe, J.D.
Partner, Stoel Rives LLP
Principal, Willoughby & Associates
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