Jul 15, 2016

Wealth Management and Estate Planning for Family Law Clients

Join us for a complimentary seminar focused on wealth management and estate planning. If your family status is in transition, or has recently transitioned, you should plan to attend this seminar to reexamine your financial and estate planning needs and address how best to plan for your future.

This presentation will focus on the challenging familial, legal, and tax issues that arise when planning for individuals who intend to divorce, those who have recently divorced, and those who have divorced and intend to re-marry.

Our discussion will include the following topics:

  • Preparation of estate planning documents including Wills, Powers of Attorney, and Medical Powers of Attorney
  • Planning for minor beneficiaries
  • Importance of beneficiary designations on investment and retirement accounts and life insurance
  • Pre-marital Agreements and Post-Marital Agreements
  • Asset protection Trusts

Pre-marital and post-marital agreements often involve cross-over with financial planning and estate planning issues. In discussing how best to structure such agreements, the speakers will pay particular attention to the estate planning ramifications that family law practitioners should know and discuss the family law issues that estate planners should take into consideration. Knowing how and where family law and estate planning rules intersect is critical.

Judy Hayman is an attorney in the family law practice group at Eastburn and Gray, P.C. She focuses her practice on all family law-related matters including: adoption, child custody, divorce, equitable distribution, pre-nuptial agreements, property settlement agreements, protection from abuse, and child support. Ms. Hayman regularly litigates matters related to divorce, custody and support on behalf of her clients and is a trained mediator and collaborative divorce attorney.

Sarah Eastburn is an attorney in the areas of Wills, Trusts and Estates, Litigation and Taxation at Eastburn and Gray, P.C. She routinely advises clients at all stages of estate planning including wealth transfer, asset protection and succession strategies. She focuses her practice on estate and tax planning, estate and trust administration, and estate litigation.

Susan Pajer is a Financial Advisor with Oppenheimer & Co., Inc. in Doylestown. She manages and the details of her clients’ complex financial lives. In addition, she manages the comprehensive financial planning services her team utilizes to support the integration of the complex wealth management requirements of the clients.

August 4, 2016

8:00am – 8:30am – Registration, networking and light fare
8:30am – 9:30am – Program

Pre-registration is required. Please RSVP to Nancy Gimbol, by phone, 215.345.7000 or by email, communications@eastburngray.com.

Please join us for this informative and educational program.

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