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9/27/2016
Understanding and Drafting Ground Leases, Part 1 (Telephone)

9/28/2016
Understanding and Drafting Ground Leases, Part 2 (Telephone)

Estate & Income Tax Planning Issues in Divorce (Telephone)
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Martial separation and divorce are times fraught with emotion, but also fraught with financial decisions that have a major estate, trust and tax implications. Transfers pursuant to divorce are generally tax-free. But there are many complications, including the transfer of property over time or where the value may not be known, the transfer and assumption of debts, the treatment of income held in trust.

5/18/2016
When: Wednesday, May 18, 2016
12:00 PM - 1:00 PM

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MCLE Accreditation
Nebraska Activity #123704, 1.0 hour CLE

Martial separation and divorce are times fraught with emotion, but also fraught with financial decisions that have a major estate, trust and tax implications. Transfers pursuant to divorce are generally tax-free. But there are many complications, including the transfer of property over time or where the value may not be known, the transfer and assumption of debts, the treatment of income held in trust, and also complex issues of beneficiary designations in retirement plans and insurance contracts. There are also issue related to health care choices, the sale or transfer of a personal residence and family businesses. If not properly planned, these transfers can have substantially adverse and often unanticipated consequences. Thus program will cover major estate, trust and income tax issues in property settlement negotiations, in the division of assets and debts, alimony and settlement payments, and more.

  • Estate, trust and tax issues in martial separation and divorce
  • Income tax issues when property and debt are separated in divorce
  • Traps surrounding beneficiary designations on retirement benefits and insurance contracts
  • Treatment of income form and property held in trust on divorce
  • Opportunities for post-nuptial agreements to resolve lingering disputes
  • Issues related to the sale or transfer of personal residences
  • Health care issues for children, including insurance for the divorcing spouse
  • Educational expenses for children over time

Jennifer A. Pratt is a partner in the Baltimore office of Venable, LLP, where she has assists client with estate planning, charitable giving, and estate and gift tax controversy matters. She has extensive experience with estate administration, the preparation of federal estate and gift tax returns, as well as fiduciary income tax returns. Earlier in her career, she worked with a major national bank and has particular expertise in adapting financial products to the estate planning needs of clients. She has been named in the 2011 edition of “Maryland Super Lawyers Rising Stars Edition.” Ms. Pratt received he B.A., summa cum laude, from the University of Baltimore, her J.D., magna cum laude, from the University of Baltimore School of Law, and her LL.M. in taxation from the University of Baltimore. .

Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.



To Register:
Cost $89.00

http://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=22490

  • Click on abo9ve link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:
Sara Weber, Nebraska State Bar Association
(402) 475-7091 ext # 131; sweber@nebar.com

Nebraska State Bar Association, 635 S. 14th St., Suite 200, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098