Marital Agreements from A to Z

Date: Tuesday, May 21, 2024
Time: 11:30am - 1:30pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

 

This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.

 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

 

Registration will close at 5 pm on Thursday, May 16th. 

 

Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming a foundational component of some clients’ financial security. These agreements must be closely coordinated with the client’s estate plan. Of frequent concern in this area are:

  • What are essential requirements for all marital agreements
  • Tax issues to address in marital agreements
  • Spousal rights in retirement assets
  • Anticipating and handling marital issues with closely-held business interests

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