Search
 
 

Practices

 

Search

FILTERS

  • Please search to find attorneys
Close Btn

Events

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.