Overview

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As your trusted advisor, Marcum’s Marital Dissolution practice team of experts has prepared a virtual Continuing Legal Education (CLE) program that explores finance/tax topics and issues that are top of mind for divorce professionals, including individual and business taxation, the use of trusts, estate planning considerations, demystifying foreign entities, how to prepare a financial plan during the divorce process that works for the parties post-decree, what to expect when the divorce is complete, and more…

Please join us for this session, as experts discuss the many aspects of financial planning during and after the divorce process.

Topics

  • Net Worth Calculations
  • Dividing Assets & Liabilities
  • Retirement and Investment Accounts Analysis
  • Risk Analysis
  • Mitigating Life Risks
  • Financial and Estate Planning for Life After Divorce

Panelists

Alynne D. Zielinski, CFP®, CDFA® – Manager, Financial Planning | Marcum Wealth
Marc Breslow, CPA, ABV, CFF, MBA – Partner-In-Charge, Valuation Forensic and Litigation Services, SE Region | Marcum LLP

Moderator

Robert A. Ranallo, CPA, ABV, JD, CVA, CFF – Partner, Advisory Services | Marcum LLP

CLE Credit

This course qualifies for one hour of Continuing Legal Education (CLE) credit in Connecticut and New York. This CLE training session counts for 1.0 credit hour. Appropriate for newly admitted and experienced attorneys (transitional/non-transitional).