Overview

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As your trusted advisor – Marcum’s Marital Dissolution practice team of experts have 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, what to expect when the divorce is complete and more…

Please join us for this session, as subject matter experts discuss trust and estate planning considerations throughout the divorce process.

TOPICS INCLUDE

  • Estate planning during and after a divorce
  • What happens during and after the process of separation and divorce
  • Avoiding unintended results
  • What you can and cannot change
  • Prenuptial or postnuptial agreements
  • Impact of prior gifts made
  • Separate property tracing
  • Coordination of divorce counsel and estate counsel

MODERATOR

Robert A. Ranallo, Partner, Valuation, Forensic and Litigation Services, Marcum LLP

SPEAKERS

Sean Saari, Partner, Advisory Services, Marcum LLP
Barry A. Fischman, Partner, Tax & Business Services, Marcum LLP