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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 MS CPA CFP® CDFA® is the director of tax strategies at Inspired Financial, a financial planning firm that focuses on women-in-transition, in Huntington Beach, California.  He specializes in tax, estate, and divorce planning.  Mark has served in FPA leadership positions at the chapter, state, and national levels, including serving as Host for this Tax & Estate Knowledge Circle.  He has presented tax, estate, and divorce subject matter for FPA, CalCPA, WealthCounsel, NAPFA, and IDFA.

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Tax & Estate Planning Knowledge Circle: Till Death Do We Part: Estate Planning During Divorce
10/18/2022 at 12:00 PM (MDT)  |  60 minutes
10/18/2022 at 12:00 PM (MDT)  |  60 minutes 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
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available