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1 General CLE credit
Marital agreements—both in pre- and post-nuptial forms—have lost their stigma and are frequently used as estate planning tools. But they are not simple documents to plan or draft or to integrate with other estate documents. Marital agreements involve complicated issues surrounding retirement account assets—IRAs, 401(k)s, and other qualified plans—life insurance policies, personal residences, the allocation of debts, and the rights of former spouses and children from prior marriages. In addition, if proper disclosures are not made, the agreements are subject to challenge by one of the parties or by third parties. There are many planning traps in marital agreements. This program provides you with a practical guide to major estate and trust issues in planning and drafting pre- and post-nuptial agreements, including retirement assets, life insurance policies, personal residences, debts and expenses, and more.
Speakers: Bridget Sullivan is a partner in the Denver office of Sherman & Howard LLP, where her practice focuses on estate planning, wealth transfer planning, estate administration, trust administration, and litigation related to trusts and estates. Ms. Sullivan has extensive experience with sophisticated estate planning techniques for prenuptial agreements and has written and lectured on the topic for numerous bar and other organizations. She has counseled clients on a variety of wealth transfer strategies and charitable giving techniques to accomplish family giving objectives while minimizing the impact of gift, estate, generation-skipping transfer, and income taxes.
Jennifer A. Pratt is a partner in the Baltimore office of Venable LLP, where she assists clients with estate planning, charitable giving, and estate and gift tax controversy matters. She has extensive experience with estate administration and the preparation of federal estate, gift, and 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. Ms. Pratt received her LL.M. in taxation from the University of Baltimore.
(Original program date: March 5, 2013)