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Concurrent Session Onsite and Online

ENG2315. Estate Planning for the Greying Divorce (EST, TAX)

Older people, even people into their 90s, get divorced. But when older people divorce, one catalyst for the divorce is often estate planning considerations or capacity issues, and the movers behind and players in the divorce are often the children or caregivers. Also, grey divorces may be settled or litigated in the shadow of death. These facts present unique challenges for CPAs and estate planners and sometimes, unique opportunities. The presenters, one a divorce attorney and one an estate planner, will introduce you to the distinctive realm of estate planning for greying divorce.

Learning Objectives:

  • This presentation will uncover the unique aspects, financial and otherwise, of the grey divorce, including disability planning, Medicaid, long-term care considerations and non-traditional options in divorce. Once these are identified, estate planners, CPAs and their allied professionals can more fully provide valuable services to their clients and their families.
  • The presentation will introduce you to the special planning considerations and drafting suggestions involved when a person’s death is not only likely to occur during or soon after the divorce, but will be a major consideration during the entire divorce process and the resulting settlement terms.
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Session Tags