Estate Planning for Blended Families: Minimizing Taxes and Estate Issues of Second Marriages
Note: CLE credit is not offered on this program
Recording of a 110-minute CPE webinar with Q&A
This webinar will review critical trust and estate considerations for blended families. Our panel of knowledgeable inheritance tax professionals will discuss how trusts are used to satisfy certain property transfers, the availability of a DSUE (deceased spousal unused exclusion) after a new marriage, key documents that should be reviewed and updated, and other pertinent issues that need to be addressed for previously married couples.
Outline
- Estate planning for blended families: introduction
- Probate
- Trusts
- Inherited property and assets
- Wills
- Retirement accounts and IRAs
- Deceased spouse's unused exemption (DSUE)
- Cautionary planning notes for blended families
- Best practices
Benefits
The panel will review these and other critical issues:
- How the DSUE is impacted by a second marriage
- Which documents should be reviewed and updated after a second marriage
- Utilizing trusts to transfer assets for blended families
- Planning suggestions for transferring assets to stepchildren
Faculty
Christina Aghajanian
Attorney
Cunningham Legal
Ms. Aghajanian has dedicated her legal career to helping people achieve their family goals as an Estate... | Read More
Ms. Aghajanian has dedicated her legal career to helping people achieve their family goals as an Estate Planning lawyer at CunninghamLegal. She brings extensive experience designing and drafting wills and trusts, analyzing taxable events, restructuring and consolidating assets, and administering trusts. Ms. Aghajanian is often called upon to create strategies to preserve client assets and design gifting plans to utilize the estate and gift tax exemption. She often helps with planning for Medi-Cal benefits, as well as resolving Medi-Cal estate recovery matters.
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Jennifer J. McCall
Partner
Pillsbury Winthrop Shaw Pittman
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international... | Read More
Ms. McCall chairs the Estates, Trusts & Tax Planning practice and is a leading authority on U.S. and international gift and estate planning. She crafts tax-savings business succession and estate transfer plans that preserve wealth and enhance family relationships. Her clients include internationally renowned museums and corporations, charities, foundations, high net worth families and individuals, fiduciaries and nonprofits. Ms. McCall's experience includes complex trust and estate administration and litigation; gift and generation-skipping transfer taxes; spousal rights of election and rights of adopted children; endowments; and tax aspects related to disposition of corporate holdings and financial transactions
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