Having a realistic and personalized plan for a surviving spouse is crucial when it comes to advising them on their estate and assets after the death occurs.
A surviving spouse faces unique challenges after the death of their spouse and ends up in unchartered waters, emotionally, spiritually and financially. The surviving spouse suddenly finds him or herself alone, grieving, vulnerable and forced to deal with legal issues. This information will provide a format for advisors, whether legal, financial or otherwise, to guide and counsel clients who have recently experienced the death of a spouse. The materials will emphasize the myriad of issues that arise for the surviving spouse and present workable suggestions and solutions. This information is critical for anyone who specializes in estate planning or probate or who wants to learn more about this important topic. To often clients fail to plan for the what if scenario or end up in a scenario for which there an insufficient plan or worse, yet, no plan. These materials will provide the necessary tools to address these issues.
Agenda
Faculty
Tereina Stidd, J.D., LL.M.
American Academy of Estate Planning Attorneys, Inc.
- Director of Education at the American Academy of Estate Planning Attorneys, a national organization dedicated to promoting excellence in estate planning
- Practice focuses on helping Member firms resolve issues ranging from how best to structure an estate plan to determining which sections of the Internal Revenue Code will apply to a particular transaction to administering estates and trusts efficiently
- Prior experience includes over 15 years in private practice, working in AM Law Top 100 and 200 firms, mid-sized firms, and boutiques
- Frequent presenter at national conferences and legal education programs on topics such as trust administration, probate processes, tax implications, and estate planning strategies
- Co-Author, Chapter 6 Homestead in Basic Estate Planning in Florida, 6th-11th ed., published by the Florida Bar
- Member of the Florida Bar and North Carolina Bar (inactive status)
- J.D. Degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. Degree in taxation, the University of Miami School of Law; B.A. Degree in political science, cum laude, St. Bonaventure University
- Can be contacted at [email protected] or (858) 300-4730
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