Creative trust and estate planning can provide valuable protection to your clients.
Understand how modern trust drafting affects your clients in divorce.With a 50% divorce rate, and a higher rate, some say 75%, for second and later marriages, most every estate planning practitioner will be asked to deal with issues and estate plans that may be complicated by a pending or later occurring divorce. It is imperative that the practitioner have a clear understanding of the matrimonial implications related to estate planning and in particular the use of trusts, will and powers of attorney. This topic will review will and trust drafting, and how trusts may be attacked in a divorce, as well as discuss ways to deal with divorce issues in estate planning and probate. It will also cover prenuptial agreements, postnuptial agreements, drafting gift and other provisions, financial planning and structuring accounts and assets to conform with the matrimonial arrangements, and other matters.
This topic helps the practitioner understand how to protect their clients going through a divorce, and how to address matrimonial issues in planning.
Agenda
Faculty
Joshua R. Driskell
Lagerlof, LLP
- Managing partner of Lagerlof, LLP
- Has a background representing businesses and individuals and a keen attention to detail to leading the firm
- Practice focuses on business, tax, estate, fiduciary, and related matters
- Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, he worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses
- Admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan
- Member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association
- In addition to his activities as an attorney, he is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation
- J.D. degree, University of Toledo College of Law
Erika R. Scheideman
Lagerlof, LLP
- Partner with Lagerlof, LLP
- Certified Family Law Specialist focusing her practice exclusively on family law matters since 2009
- Speaker for a continuing education webinar on “Estate Planning and Divorce Issues” presented by Lorman Education Services; speaker for a continuing education webinar on “2019 Family Law Updates: Tax Updates and Child Custody Concerns” presented by Lorman Education Services, July 2019; co-hosted a continuing legal education program “Domestic Violence in the COVID-19 Era” alongside Honorable Esther Kim and colleague, Jinna Kang, Esq., July 2020
- Voted as one of Pasadena Magazine’s “Top Attorneys,” 2011 – 2019; voted by SuperLawyers as a “Rising Star” in 2019, 2020, 2021, and 2022
- Member of the State Bar of California, Los Angeles County Bar Association, and the Pasadena Bar Association
- J.D. degree, Phi Alpha Delta, Pepperdine University School of Law
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