Marital Share Funding Options
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.
