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SUMMARY:It’s Not Ozzie and Harriet: Estate Planning for Modern Families
DESCRIPTION:For Professional Advisors \nTax attorney L. Paul Hood will share his personal and professional knowledge on estate planning for blended families. Presented in partnership with the Valley Community Foundation\, The Community Foundation of Greater New Haven and the Jewish Foundation of Greater New Haven. \nYour clients spend their lives caring and providing for their children. However\, many of them lack the foresight to create a plan that will ensure their children are supported even after they are gone. It is even more demanding and grueling for stepchildren and members of blended families to sort through these estates. \nAs a member of a blended family himself\, tax attorney Paul Hood will share his personal and professional knowledge on estate planning for blended families. \nIn this 60-minute virtual program\, Hood addresses selected topics important for advising today’s complex modern family\, including: \nPreparing for Initial Meeting\nConflicts of Interest and Ethical Issues\nFuneral Planning and Related Issues\nPowers of Attorney and Living Wills\nHealth Care Powers of Attorney and Living Wills Issues\nMarriage Contracts\nFamily Business Issues\nQTIPs\, Unitrusts and Annuity Trusts\nJoint Tenancies and Severing Joint Tenancies\nGift Splitting\nFederal Estate Tax Apportionment\nTangible Personal Property Issues \nRegister Now\n  \nQuestions? Please email Carmen Burgos.
URL:https://fccfoundation.org/event/its-not-ozzie-and-harriet-estate-planning-for-modern-families/
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