Marital Share Funding Options

Marital Share Funding Options

Regular price $129.00

When creating an estate plan for a married couple, there are many different options available as to division and funding of the marital and non-marital shares. In this presentation, we will:

  • Review foundational tax considerations relevant to share design and funding
  • Review common funding formulas and choices, discussing how each one works and reviewing visual diagrams
  • Discuss and demystify common, and sometimes confusing, terminology

Presented by: Phoebe Stone, JD, MA (Bioethics)

CLE: 1.0 general credit 

Approved States: AR, CA, CO, FL, GA, IL, NC, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit)

We will supply you with the information needed to apply in other states.

Contact for CLE assistance.

WealthCounsel members: This CLE eligible  program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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