
Estate Planning for Blended Families
3 CLE - Thursday, March 6; 9:00 A.M. - 12:15 P.M.
Overview:
This program is designed to provide essential tools and strategies for the unique challenges faced when planning estates in blended family scenarios. Considerations to be addressed include the competing interests of spouses, children, and stepchildren; safeguarding family harmony, and utilizing advanced legal instruments to ensure equitable and tax-efficient asset distribution. Our objective is for you to gain practical insights and guidance to help your clients achieve their financial legacy goals while mitigating potential conflicts. Rebecca Geyer Chairs this informative session. Join either in-person or online – and bring your questions too!
Topics to Include:
• What is a blending family, basic considerations for planning for a blended family, and fiduciary choice
• Prenups / Postnups, mutual planning agreements, and special needs planning for a blended family
• Division of assets in a blended family, especially understanding asset titling and tax implications
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Faculty:
Rebecca W. Geyer, Chair
Rebecca W. Geyer & Associates, PC, Carmel
Cara M. Chittenden
Rebecca W. Geyer & Associates, PC, Carmel
Shawn M. Scott
Scott Legal Group LLC, Indianapolis
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Estate Planning for Blended Families
3 CLE - Thursday, March 6; 9:00 A.M. - 12:15 P.M.
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE
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