*Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce

Date: Thursday, November 30, 2017
Time: 7:30am - 9:45am
Location: Hilton Garden Inn - Clifton Park (NOT The Roost...)
Speaker: Jeremiah W. Doyle IV, Esq., Senior Vice President, BNY Mellon Wealth Management

Thursday, November 30

*Love, Sex, Money, Marriage and Death:

Estate Planning Aspects of Divorce 

Presented by:  Jeremiah W. Doyle IV, Esq.Senior Vice President, BNY Mellon Wealth Management

*Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce

Reviewing an estate plan upon divorce, sale of a personal residence, income and gift tax issues of property settlements, dividing a charitable remainder trust in divorce, liability for joint income tax returns, tax consequences of dividing stock options, deferred compensation and retirement benefits and naming beneficiaries after divorce. Also discusses how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce.

Details:

Date: Thursday, November 30, 2017
Time: 7:30am (reg & breakfast), 7:55am (announcements).  Program: 8:00 - 9:45 A.M.
Location: Hilton Garden Inn - Clifton Park  (NOT The Roost folks, NOT The Roost....)
CE available for CFPs, CPAs. 
Program has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants. 
Application for New York CLE accreditation of this program is currently pending.

 

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