Navigating the Intersection of Estate Planning, Divorce, and Business Law 2020

Product ID: CA2991W
Presented By: State Bar of Wisconsin PINNACLE

Help your clients avoid more conflict

With multiple issues to address in the dissolution of a marriage, it can be easy to overlook important considerations in unfamiliar practice areas. However, if documents like operating or marital property agreements aren’t drafted with other factors in mind, divorced couples may find themselves facing additional legal headaches down the road.

Navigating the Intersection of Estate Planning, Divorce, and Business Law will cover the critical overlaps between estate planning, family law, and business law, so you can provide more effective, comprehensive representation to your clients.

Handling estate division

In the midst of a divorce, your clients have a million things going through their minds – and estate planning probably isn’t at the top of their list. Nevertheless, there are important issues that need to be considered at each stage of a dissolving union. Discuss what actions need to be taken to protect and maintain control over your clients’ assets pre-divorce and while the action is pending. Post-divorce, know what your clients should revisit and update in their estate plans.

When personal and professional ties mix

When a marriage breaks up, the ownership and control of a business can also be jeopardized. Learn what documents and clauses best protect your clients’ business interests in the event of divorce. Analyze how estate planning and divorce are impacted when a party is CEO or shareholder of a business. Also discuss how family business succession planning should be handled to best protect the business.

Read More ↓

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Pricing

Member $259.00

Non-Member $339.00

Credits

8 CLE, 1 EPR

Date and Time

Wednesday, January 29, 20208:30 AM - 4:50 PM CT

Add to Calendar 1/29/2020 8:30:00 AM 1/29/2020 4:50:00 PM America/Chicago Navigating the Intersection of Estate Planning, Divorce, and Business Law 2020

Help your clients avoid more conflict

With multiple issues to address in the dissolution of a marriage, it can be easy to overlook important considerations in unfamiliar practice areas. However, if documents like operating or marital property agreements aren’t drafted with other factors in mind, divorced couples may find themselves facing additional legal headaches down the road.

Navigating the Intersection of Estate Planning, Divorce, and Business Law will cover the critical overlaps between estate planning, family law, and business law, so you can provide more effective, comprehensive representation to your clients.

Handling estate division

In the midst of a divorce, your clients have a million things going through their minds – and estate planning probably isn’t at the top of their list. Nevertheless, there are important issues that need to be considered at each stage of a dissolving union. Discuss what actions need to be taken to protect and maintain control over your clients’ assets pre-divorce and while the action is pending. Post-divorce, know what your clients should revisit and update in their estate plans.

When personal and professional ties mix

When a marriage breaks up, the ownership and control of a business can also be jeopardized. Learn what documents and clauses best protect your clients’ business interests in the event of divorce. Analyze how estate planning and divorce are impacted when a party is CEO or shareholder of a business. Also discuss how family business succession planning should be handled to best protect the business.

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Help your clients avoid more conflict

With multiple issues to address in the dissolution of a marriage, it can be easy to overlook important considerations in unfamiliar practice areas. However, if documents like operating or marital property agreements aren’t drafted with other factors in mind, divorced couples may find themselves facing additional legal headaches down the road.

Navigating the Intersection of Estate Planning, Divorce, and Business Law will cover the critical overlaps between estate planning, family law, and business law, so you can provide more effective, comprehensive representation to your clients.

Handling estate division

In the midst of a divorce, your clients have a million things going through their minds – and estate planning probably isn’t at the top of their list. Nevertheless, there are important issues that need to be considered at each stage of a dissolving union. Discuss what actions need to be taken to protect and maintain control over your clients’ assets pre-divorce and while the action is pending. Post-divorce, know what your clients should revisit and update in their estate plans.

When personal and professional ties mix

When a marriage breaks up, the ownership and control of a business can also be jeopardized. Learn what documents and clauses best protect your clients’ business interests in the event of divorce. Analyze how estate planning and divorce are impacted when a party is CEO or shareholder of a business. Also discuss how family business succession planning should be handled to best protect the business.

Read More ↓

Program Chairs and Presenters:

Linda S. Balisle
Balisle Family Law Legal Counsel, S.C.
Madison

Margaret W. Hickey
Becker, Hickey & Poster, S.C.
Milwaukee

Presenters:

Aviva Meridian Kaiser
State Bar of Wisconsin
Madison

Jessica A. Liebau
Wessels & Liebau LLC
Mequon

Gregory M. Monday
Reinhart Boerner Van Deuren, S.C.
Madison

Mark J. Rogers
Angermeier & Rogers LLP
Milwaukee

8:00 a.m. : Registration

8:30 a.m. : Estate Planning and Divorce

  • Pre-divorce planning
  • Post-divorce planning
  • While the action is pending: durable powers of attorney, changing beneficiaries, and limitations on actions with or without a temporary order

Margaret W. Hickey, Mark J. Rogers

9:55 a.m. : Ethics Counsel Reaction

Aviva Meridian Kaiser

10:00 a.m. : Break

10:15 a.m. : Public Benefit Considerations in Divorce

  • How to amplify income available using public benefits
  • What health benefits are available post-divorce to parties with disabilities
  • Are there benefits for children to consider

Jessica A. Liebau

11:10 a.m. : Ethics Counsel Reaction

Aviva Meridian Kaiser

11:15 a.m. : Panel Discussion

  • Best practices for estate planning changes during divorce
  • Public benefits planning during or after a divorce
  • Things we wish we had known earlier in our practice

Margaret W. Hickey, Jessica A. Liebau, Mark J. Rogers

12:00 p.m. : Lunch

1:00 p.m. : Business Counsel and Divorce

  • Document drafting: operating agreements and shareholder agreements
  • Advisor during the divorce: who is the client?
  • Discovery obligations

TBD

1:50 p.m. : Family Businesses

  • Succession planning: pre-divorce, during divorce, post-divorce
  • Documents and clauses

Gregory M. Monday

2:40 p.m. : Ethics Counsel Reaction

Aviva Meridian Kaiser

2:45 p.m. : Break

3:00 p.m. : Treatment of Gifted and Inherited Interests in Divorce

  • Case law analysis post Derr v. Derr
  • Gifted or inherited business interests
  • Trust distributions: asset or income?

Linda S. Balisle

3:50 p.m. : In Conclusion & In Practice: Ethics Issues

  • Can I do estate planning for a couple and represent one later in a divorce?
  • Business Counsel – when a CEO/shareholder is getting a divorce
  • Representing the business and family members in estate planning?

Aviva Meridian Kaiser

4:40 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Gain perspective on how estate planning, family law, and business issues intersect, so you can provide more comprehensive representation
  • Draft stronger agreements by understanding potential problems in other practice areas
  • Learn what to do if your client dies in the middle of a divorce
  • Understand how public benefits can be impacted by a divorce
  • Family law attorneys
  • Estate planning lawyers
  • Business lawyers
  • General practitioners

Book Sale – Save 20%!

Marital Property Law & Practice in Wisconsin
Save 20% on Marital Property Law & Practice in Wisconsin. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Your simple solution to resolving complex marriage property law issues involving a variety of practice areas.

Use discount code CA2991 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

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