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 

States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT

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

States Pending Approval: GA, IL, KS, NC, TN

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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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