Tax & Estate Planning Knowledge Circle: Estate Planning During Divorce

5 (1 vote)

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 Prendergast MS CPA CFP® CDFA® is a repeat offender in the Tax and Estate Knowledge Circle, as well as FPA Connect in general. He has served FPA in two local chapters, regional conferences, state chapter, and on FPA national board of directors. He currently serves as a tax planning specialist in the Huntington Beach office of Apella Wealth where his main focus is tax, estate, and divorce planning. Mark has provided continuing education sessions at FPA (Retreat, Annual Conference), CalCPA, Wealth Counsel, IDFA, and NAPFA.

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.