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Estate Planning for Blended Families

Contains material from Sep 2020

Estate Planning for Blended Families
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We live in a time when many estate planning clients don’t fit into the mold of the “traditional family” with one marriage and children from that marriage. Many clients are in second marriages with his kids, her kids, their kids, etc. It provides a challenging planning landscape. Review some of the ethical issues created by this planning, explore various planning techniques, as well as techniques to avoid, and techniques that might be better to address the potential conflicts associated with this situation.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 9/30/2021

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Credit

1. Estate Planning For Blended Families (Sep 2020)

John R. McNair

0.50 0.00 0.00 0.50
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(mp4)
29 mins
(mp3)
29 mins
(pdf)
56 pgs
(pdf)
11 pgs
Session 1 — 29 mins, credit 0.50
Estate Planning For Blended Families (Sep 2020)

We live in a time when many estate planning clients don’t fit into the mold of the “traditional family” with one marriage and children from that marriage. Many clients are in second marriages with his kids, her kids, their kids, etc. It provides a challenging planning landscape. Review some of the ethical issues created by this planning, explore various planning techniques, as well as techniques to avoid, and techniques that might be better to address the potential conflicts associated with this situation.

Originally presented at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX

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