Registration Required
CLE: "Marital Agreements and Estate Planning: From Aisle to Eternity"
10 Estate Planning Topics to consider When Drafting a Marital Agreement
Thursday, May 22nd 1:00 to 2:00 p.m.
Summary:
- Allowances and Omitted Spouse
§ Family Allowance
§ Exempt Property
§ Homestead Allowance
§ Omitted Spouse
§ In General
§ Marital Property Portion
§ Augmented Estate
§ Adjustments
§ Waivers of Allowances and Elective Share
§ Requirements of Waivers
§ Pysell v. Keck
§ Dowling v. Rowan
§ Effect on Estate Planning
- Contract to Make a Will/Estate Plan
§ In general
§ Creating obligations
§ Failure to fulfill obligations
§ Alignment of Premarital Agreement and Estate Plan
§ Federal Gift and Estate Tax
§ DSUE and Portability Election
§ Last Deceased Spouse
§ Marital Agreements
§ Benefits of Addressing DSUE
§ DSUE is an Asset
- Naming preferred guardians for minor children
- Pets/Pet Trust
§ In context of divorce
§ In context of estate planning
§ Classification of property
§ Beneficiary designations and further assurances
§ Premarital agreements and retirement account waivers
§ Considered property
§ Three approaches to disposition
§ Fertility Clinics
§ Heidemann v. Heidemann
§ Embryos in Estate Planning
§ Best Practice
- Closely-Held Business Interest
§ Special Considerations
§ Elective Share
§ Best Practices
CLE Hours 1
May 22, 2025
NPBA Members: Free
Not yet NPBA Members: $30.00 (1 CLE Credit)
Presenters: Morgan A. Lambert, Jenni S. Tynes and Dale Berrett of Kaufman & Canoles.
Morgan A. Lambert
Morgan is an Associate in the firm’s Norfolk office where her practice focuses on trust and estate matters and transfer and fiduciary taxation. Her estate planning work includes thinking through the complex intersection of family succession and tax planning to implement thoughtful and efficient estate plans for her clients. In addition to the planning component of trusts and estates, Morgan also assists clients and their families in the probate and administration of estates and the administration, modification, and termination of trusts. Morgan’s estate litigation work involves fiduciary disputes and beneficiary representation.
Jenni S. Tynes
Jenni is Of Counsel in the firm’s Virginia Beach office and is a member of the Family Law practice group. She brings more than a decade of legal experience in various family law areas. Jenni’s practice is focused on all areas of family law, including separation agreements, equitable distribution, custody, visitation, child and spousal support, retirement orders, and post-divorce matters. She interned for the Henrico, Virginia Juvenile and Domestic Relations Court and the Division of Child Support Enforcement for the Virginia Office of the Attorney General. Prior to joining Kaufman & Canoles, Jenni practiced family law in Northern Virginia for seven years.
Dale Berrett
Dale has been practicing in the area of family law for more than 16 years. As Chair of the Family Law Practice Group, her practice includes divorce (contested, uncontested, and collaborative), custody, support, separation agreements, equitable distribution, and adoptions.
Areas of Law: Family Law and Trust and Estate Planning Must be present at the start of the CLE program until the end in order to receive credit(s).
Disclaimer
By registering for this Norfolk and Portsmouth Bar Association (NPBA) event or program you consent to being photographed, filmed and/or otherwise recorded at the event or program. By doing so, you grant to the Norfolk and Portsmouth Bar Association (NPBA) rights to the release, publication or reproduction of any recorded media taken at the event or program of your appearance, voice or name for use by the Norfolk and Portsmouth Bar Association (NPBA) and its management team.
.jpg "Image source: http://norfolk.photodeck.com/-/galleries/city-of-norfolk-courthouse/-/medias/4709b6d4-634c-434c-9b97-2335ff9fc171-norfolk-courthouse-06-26-18 Author: Andrew Cooper - City of Norfolk photographer")
.png)
