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About the Teleseminar
The use of marital agreements – whether in pre- or post-nuptial form – to protect a client’s pre-marriage assets from depletion or loss in the event of a divorce is not always a viable alternative. There may be interpersonal or substantive legal reasons why marital agreements do not make sense or cannot be used. In these and other circumstances, using trusts and other asset protection vehicles or techniques may be viable alternatives. Trusts and other asset protection techniques can be used to provide income during a marriage but shield assets from the marital estate and division upon a divorce. This program will provide you with a guide using trusts and other asset protection vehicles and techniques to as substitutes for marital agreements, the substantive and drafting risks or traps of each, and their relationship to a client’s overall estate plan.
- Trusts and asset protection techniques as alternatives to marital agreements
- Use of self-settled trusts to shield assets pre-marital assets
- Understanding multijurisdictional law on the treatment of trusts in divorce
- Domestic asset protection techniques to prevent the depletion of assets
- Special issues related to children of divorcing couple
- Relationship of asset protection techniques to a client’s larger estate plan
About the Speakers
Renee M. Gabbard is a partner the Irvine, California office of Bryan Cave, LLP, where her practice includes all aspects of income, capital gains, gift and estate tax planning, charitable planning, and advanced wealth and business succession planning. She has written and spoken widely on estate and trust planning topics. Ms. Gabbard received her B.A. from the University of Southern California and her J.D. from New York University School of Law.
Jonathan E. Gopman is the managing partner of the Naples, Florida office of Akerman Senterfitt LLP, where his practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He is co-author of the revised version of the BNA Tax Management Portfolio “Estate Tax Payments and Liabilities” and is a commentator on asset protection planning matters for Leimberg Information Services, Inc. Mr. Gopman received his B.A. from the University of South Florida, his J.D. from Florida State University College of Law, and his LL.M. from the University of Miami.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour. (Tentative)