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April 29, 2021

Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Susan Reach Winters, Chair of CSG’s Family Law Group, will be joined by other industry leaders on April 29, from 4:00 – 5:00 PM, to discuss the various tools, provisions and advice practitioners should consider when handling matrimonial and trust planning matters for clients. The panelists will address the following questions:

  • What provisions should you include in a revocable trust or DAPT?

  • What schedules should be attached to each type of trust?

  • When might it be appropriate to use each type of trust?

  • What provisions might be included in a prenuptial or postnuptial agreement?

  • What is the importance of keeping separate property separate?

  • Why is it advisable to use an independent trustee for divorce protection?

  • Is there potential for decanting and change of jurisdiction on existing trusts and how may that be used to bolster matrimonial planning?

To register for this program, please email CSG Events.


Visit CSG's COVID-19 Resource Center.