March 18, 2021 - General Meeting-Webinar

Date: Thursday, March 18, 2021
Time: 11:30am - 1:00pm
Location: Virtual Presentation
Speaker: Dolly Hernandez, Boyd Richards and Mary Karr, Gunster

Join Us – Virtual Presentation

Thursday, March 18, 2021

Register Now!

Workshop: 11:30 a.m. to 1:00 p.m.

Preserving Inherited Assets Upon Divorce

Speakers:

Dolly Hernandez, JD, Boyd Richards Parker Colonnelli
Mary Karr, JD, Gunster

The presenters will discuss how trust assets can be vulnerable upon the divorce of a beneficiary and the estate planning steps that can be implemented to reduce the divorcing spouse’s access to trust assets.  Ms. Karr will focus on the estate planning side of the presentation and will provide an overview of the various risks that can be mitigated in the event of a divorce through proper planning prior to the beneficiary’s marriage. Ms. Hernandez will focus on the divorce side of the presentation and will provide an overview of division of assets, marital and non-marital, in the event of divorce and the impact of estate planning to mitigate the risks upon divorce.

The webinar has applied for
for 1 hour of continuing education credit for the following disciplines:

CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)

Register Now!

Cost: 

Free to EPC of Miami Members, Non Members & Guests

Webinar Dial-In details will be emailed upon confirmation

 

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