Pre and Post Marital Planning vis a vis Estate Planning

Date: Wednesday, October 19, 2022
Time: 8:00am - 9:00am
Location: Zoom
Speaker: Soraya Aguirre

Soraya Aguirre will discuss estate planning and gift and estate tax considerations for advising high net worth clients, with a particular emphasis on pre-marital and post-marital concerns. This will include, pre-marital and post-marital agreements, the unlimited marital deduction, portability, the gift/estate tax exemption, community and separate property rights, and spousal (or non-spouse) rights on separation, divorce, and death. Soraya will incorporate thoughtful nuances for clients with modern lifestyles and families.

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