Tax & Estate Planning Knowledge Circle: Till Death Do We Part: Estate Planning During Divorce
- Registration Closed
Mark will review his article “Till Death Do Us Part: Estate Planning During Divorce”. There are restrictions on many financial transactions during divorce proceedings called Automatic Temporary Restraining Orders, or ATROs. We will discuss the prohibited transactions, and then transition to what estate planning can be done by using specific scenarios and what estate planning can be recommended to your client. In the advent of Gray Divorce, estate planning during the divorce process may be an important aspect of financial planning that may be overlooked. If you would like to review Mark’s article, you can view it at https://edition.pagesuite-professional.co.uk/html5/reader/production/default.aspx?pubname=&edid=c83c877d-d440-40b9-898f-60d43f919d30&pnum=42
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.
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