Estate Planning and the Surviving Spouse: Considerations & Procedures with Olivia Holcombe-Volke

While simultaneous death is certainly a possibility, the likelihood that one spouse will predecease the other is a reality which must be contemplated and discussed. Remarriage and asset protection are two of the most common concerns voiced by married couples when thinking about how the estate will be handled in the event that one spouse dies before the other. In these discussions, it often comes as a complete surprise to learn that there are also certain statutory mandates regarding inheritance between spouses that must be taken into account. Partner and senior estate planning attorney Olivia R. Holcombe-Volke offers this insightful and important discussion about “Estate Planning and the Surviving Spouse: Considerations, Recommendations, and Procedures.” Topics discussed include: — How to ensure that your estate “plan” survives in the event your surviving spouse gets remarried, including a review of statutory spousal rights to assets, the importance of pre- and post-nuptial agreements, and options for irrevocable trust planning to control the use and distribution of your estate in the event you pre-decease your spouse; — An overview of available mechanisms for providing enhanced asset protection for the benefit of your surviving spouse; and A discussion of the relevant estate and income tax considerations. Open to clients, advisors and the general public. For Certified Financial Planners and CPAs, 1.5 continuing education hours are available for attending this presentation.

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The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.

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