Estate Planning and Trust Administration Practices: Limiting Exposure in the Event of Divorce (from Annual Trusts and Estates 2019) (On Demand Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Designation Credit: 1.0 Divorce and Family Law Practice,
1.0 Trusts and Estates Practice
(Designations Information)
Price: $79 (Includes a downloadable audio version.)
Viewable Through: 9/30/2022


A pre-recorded streaming VIDEO replay of one session from the October 2019 live seminar, 38th Annual Trusts and Estates Seminar.

Cosponsored with the Trusts and Estates Section of the Virginia State Bar

Supported by The Trust Company of Virginia

As trusts and estates lawyers we may not understand how the planning and fiduciary administration advice we give will be interpreted in a divorce court. This session, jointly presented by a seasoned family law attorney and a knowledgeable trusts and estates attorney, covers best practices for advising clients who have inherited assets or wish to protect their assets passing to descendants in the event of marital dissolution. Topics covered include: titling and management of inherited assets, drafting trust terms and making gifts that withstand scrutiny and equitable division in the event of divorce, trust management practices for the benefit of beneficiaries who are the subject of a contested divorce, the use of premarital or marital agreements as a complementary instrument in estate planning, and planning advice for clients with an existing divorce agreement.

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Edward D. Barnes, Barnes & Diehl, PC / Richmond
Sarah W. Bell, Woods Rogers PLC / Lynchburg
Katherine W.  Hennigs, McGuireWoods LLP / Washington, DC
Melanie E. Peters, Weaver Law Firm / Roanoke
Jennifer Lee Schooley, Schooley Law Firm, PC / Richmond

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