When Estate Planning Meets Divorce (no, it's not a new dating app!)
Date: Thursday, August 13, 2020
Time: 12:00pm - 1:00pm
Location: Virtual Session
Speaker: Denise R. Kaplan, J.D.
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Virtual Session
Thursday, August 13, 2020
12:00 PM - 1:00 PM
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When Estate Planning Meets Divorce
(No, it's not a new dating app!)
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Date:
Thursday, August 13, 2020
Time:
12:00 PM - Program Start
1:00 PM - Adjourn
Cost:
Members - FREE!
Non-Member - $15
New Professional - FREE
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Live Zoom Program:
Login information and individual invitations will be sent to those registered prior to the event.
Deadline to Register:
12:00 PM ET, Tuesday, August 11th
Note: refunds will not be given for cancellations received after the deadline.
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This presentation will focus on the intersection of estate planning and divorce, with the goal of helping you understand how to accomplish more sound planning for divorcing and divorced parties. We will review special estate planning situations that should be addressed during a divorce, such as irrevocable trusts and planning for children with special needs. We will also discuss when estate planning documents should be reviewed and updated in connection with a divorce, and how divorce impacts existing planning documents, asset titling, and beneficiary designations.
The presentation will also address drafting for the possibility of divorce, how the estate planner can help a divorced client better plan for the future, and identifying issues in marital settlement agreements that impact estate planning.
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APPROVED Cont. Education Credits
CFP
CPA
KY Legal
OH Legal
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PENDING Cont. Education Credits
KY Insurance
OH Insurance
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Denise R. Kaplan, J.D.
Partner
Rivkin & Rivkin, LLC
Denise R. Kaplan, J.D., is a partner at Rivkin & Rivkin, LLC and has counseled estate planning clients for over two decades. She works with individuals and couples on all aspects of estate planning and supplemental needs planning. She also advises fiduciaries on estate and trust administration and guides them through the complex world of administering and distributing estates and trusts. Denise is a compassionate and patient advisor who enjoys demystifying complex legal and tax concepts. She has a particular interest in helping women who are going through a life transition, such as divorce or the loss of a spouse. Denise serves on Rivkin & Rivkin LLC's Management Committee and on the Board of Directors of the Special Kids Foundation. Outside of the practice, Denise enjoys indoor cycling, matchmaking for seniors, and spending time with her teenage sons
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