Tax, Estate Planning & Practical Issues in Divorce & Remarriage PLUS Unwinding Out of Date Estate Planning Techniques
Sponsored by Wilmington Trust
ABOUT THE PROGRAMS:
Tax, Estate Planning and Practical Issues in Divorce and Remarriage. Divorce rates in the United states have been diminishing the last several decades, except for Baby Boomers, where there has been an amazing increase. Moreover, the aging Baby Boomers and their parents are increasing losing their spouses to death. According to a University of California study, 61% of widowers are engaged in a new romantic relationship within 25 months of their wife’s death, while only 19% of the widows had a new relationship. 20% of men in second marriages marry someone who is at least ten years younger than them. This presentation will focus on two related issues. First, it will provide some practical and tax insights to planning for a divorce. Second it will focus on the estate planning impact of a client’s new marriage.
Unwinding Out of Date Estate Planning Techniques. Tax and estate planning laws and strategies continue to evolve. Client facts change in unexpected ways. Mistakes are inadvertently made in a client’s planning. This program will discuss some of the ways to modify existing techniques that no long make sense.
ABOUT THE SPEAKER: Mr. Scroggin has been practicing as a business, tax and estate planning attorney in Atlanta for 39 years. He serves as a member of the Board of Directors of the University of Florida Levin College of Law. and Florida Alumni Tax Advisory Council (for UF’s LL.M.(tax) program). He is a founding Director of the Florida Tax Institute. He will be being inducted into the National Association of Estate Planners and Councils Estate Planning Hall of fame in November. He has been widely quoted in national media, including nine times in the Wall Street Journal, three times in the New York Times, four times in Fortune magazine and five times in Forbes magazine.
7:15 a.m. Coffee & Networking
8:00-10:00 – Mr. Scroggin’s Presentations
Two Meeting Requirement – This the second program of the BEPC 2017-2018 year. To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually. Reservations must be pre-paid.
Cancellation Policy – Reservations must be canceled in writing or by e-mail and received no later than Monday October 23, 2017.
AEP®, CAP®, CFP®, and Insurance CE have been applied for.
- October 26th - Meeting Invitation
- Divorce & Remarriage-Handout2
- Basic Planning Handout1
- Basic Planning - Handout 2
- Basic Planning - Handout 3