Estate planning for blended families is complex and it requires a watchful eye and a delicate touch. Clients in blended families should understand that there are important additional issues unique to them that must be addressed, like how to properly provide for their spouse without accidentally disinheriting their own kids. Planners need to look at the clients’ differences in goals and help them navigate the often-challenging discussions.
These issues raise a number of questions around estate and financial planning. Do your clients need a living will, a revocable living trust, an irrevocable trust, retirement trusts? How do they need to address beneficiary designations on financial accounts?
We’ll address ethics rules that have special applications to blended families, as well as looking at statutory preferences, powers and rules that may conflict with a client’s goals.
Sue Hunt, JD
Susan L. Hunt, JD, of Susan L. Hunt, P.C. has over 25 years of experience in estate planning, real estate law and family law. Sue has an active estate planning and estate administration practice. She regularly presents webinars and seminars on estate planning and has been invited to speak before various community and professional groups on the topics of estate planning and administration. Sue currently serves on the Board of Directors for Sanctuary House and has served on the Board of Directors for several community organizations.
Sue received her Bachelor of Arts from UNCG, and her Juris Doctorate from Wake Forest University School of Law. She is currently a member of the Greensboro Bar Association, North Carolina State Bar, North Carolina Bar Association, and WealthCounsel.
Registration Fee: $29
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: 1 CFP® credit and 1 Professional Recertification (formerly PACE) credit have been approved. Also approved in North Carolina for 1 CPE (accounting) credit, 1 CLE (legal) credit and 1 CIE (insurance) credit.
You must participate on the scheduled rebroadcast date and time in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, the Greensboro Chapter of FSP will report your credit to the CFP Board for you after the webinar.
3:00 pm – 4:00 pm ET
2:00 pm – 3:00 pm CT
1:00 pm – 2:00 pm MT
12:00 pm – 1:00 pm PT
Note: This webinar was originally broadcast by the Greensboro Chapter of the Society of FSP on October 21, 2020. If you attended the live presentation, you cannot attend the rebroadcast for CE credits.