- Emotional context of planning for remarried clients and blended families
- Use of pre-martial agreements to spot contentious issues, align interests, and decrease post-mortem litigation
- Income tax planning issues for the second marriage, including exemptions and credits
- Use of trusts and gifting to prevent unjust enrichment of one branch of a blended family
- Traps and opportunities with retirement benefits
- Post-mortem planning techniques when the first spouse dies – and issues on the “second death”
Faculty: Michael Sneeringer, Porter Wright Morris & Arthur, Naples, FL and Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH