Tax & Estate Planning Knowledge Circle: Till Death Do We Part: Estate Planning During Divorce
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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 is the Director of Tax Strategies at Inspired Financial, a comprehensive financial planning firm in Huntington Beach, California, where he heads up the divorce consulting department. He is a practicing CDFA®, CPA, and CFP® and has given numerous continuing education presentations for a variety of organizations, including the Institute for Divorce Financial Analysts (IDFA), the Financial Planning Association (FPA), California Society of CPAs, Wealth Counsel, and the National Association of Personal Financial Advisors (NAPFA).
He started his career with the international accounting firms Ernst & Young (then Ernst & Whinney) and Price Waterhouse having attained the position of tax manager. He is married to Evelyn Zohlen, the 2019 president of the Financial Planning Association, who is also the founder of Inspired Financial.
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