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Tax & Estate Planning Knowledge Circle: Estate Planning During Divorce

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Many practitioners think that a person is prohibited from doing estate planning during divorce because of the automatic temporary restraining orders (“ATROs”) in place.  Janet and Mark will explore what changes to estate documents and design can and cannot be performed while under the jurisdiction of the Family Court.  With the growing demographic of “gray divorce”, they will also demonstrate unintended consequences of a spouse dying during the proceedings and what proactive steps can be taken to benefit your client.

Mark Prendergast, MS, CPA, CFP®, CDFA®, MSAP®

Director of Tax Strategies, Inspired Financial

Mark is a long-time FPA member, leader and advocate.  He has served on the national board of directors, chaired national FPA committees, a former host for the Tax & Estate Knowledge Circle, and a regular contributor on FPA Connect.  At Inspired Financial, he is the Director of Tax Strategies and manages the tax, estate, and divorce disciplines for the firm.

Janet E Dockstader, JD, CFLS

Founder

Dockstader Orliczky

Janet is the founder of Dockstader Orliczky, a firm that specializes in family law, in Seal Beach, California.  She has the highest peer rating possible of AV Preeminent from Martindale-Hubble.  She is certified by the State Bar of California of Legal Specialization as a certified specialist in family law (“CFLS”), a distinction held by less than one percent of all attorneys in California.  Janet is well experienced in the courtroom and has strong litigation skills, and has a favorable reputation among local judges and attorneys.

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Tax & Estate Planning Knowledge Circle: Estate Planning During Divorce
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available