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Estate Planning for the Surviving Spouse: Considerations, Recommendations, and Procedures

May 20 @ 10:00 am - 11:30 am

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.

Join Senior Principal and senior estate planning attorney Olivia R. Holcombe-Volke for an insightful and important discussion about “Estate Planning and the Surviving Spouse: Considerations, Recommendations, and Procedures.” Among the topics to be 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 will be available for attending this presentation.

Please click here to receive the webinar link ahead of time and register. Should you have any questions beforehand, please don’t hesitate to reach out to Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117.




May 20
10:00 am - 11:30 am
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