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DTSTART:20231211T180000Z
DTEND:20231211T190000Z
LOCATION:Saint Louis Club 7676 Forsyth Blvd., Clayton MO 63105
UID:2414220231211T180000ZAttacking and Defending Trust Assets in Divorce  
DTSTAMP:20260306T002312Z
DESCRIPTION:\nDate: December 11, 2023 \n \nTime: 12:00 – 1:00 pm. Sit down lunch and presentation\n \nTopic: Attacking and Defending Trust Assets in Divorce  \n \nIn person and zoom available (zoom participants once registered will receive the zoom invite the Friday before the event)\n \nLocation: Saint Louis Club 7676 Forsyth Blvd., Clayton MO 63105\n \nSpeakers: Sharon L. Klein, Executive Vice President, Executive Vice President\n \nPresident - Family Wealth, Eastern U.S. Region & Head of National Divorce Advisory Practice\n \nAbout the presentation: When a marriage dissolves, trust and estate documents drafted during happier times may no longer reflect the parties’ current wishes. Are trust assets accessible or “off limits” in a divorce?  Trustees potentially have access to powerful tools that might impact the treatment of trust assets in divorce.\n \nWe will discuss common estate planning vehicles from the estate planning and family law perspectives. Particular focus will be placed on examining existing irrevocable trusts.\n \nThe presentation will delve into:\n how to evaluate trust provisions to determine how vulnerable trusts are to attack in divorce; what provisions estate planning attorneys typically include in trust agreements for tax purposes and to help wall off trust assets from a potential future ex-spouse; what trust administration is potentially viewed as creating a marital interest; how existing “irrevocable” trusts might be altered to eliminate or shift beneficial interests; and ways to ameliorate surprising tax consequences that might otherwise distort results \nDrawing upon the latest judicial and legislative developments, this presentation will raise awareness of some of the estate planning, tax, and family law issues that need to be considered to better position professionals to advise clients before marriage, during their marriage, and before a divorce is finalized.\n \nTo register for this session, go to [www.epcstlouis.org ](http://www.epcstlouis.org/)and click the link for the session.\n \nCPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM. \n \nContinuing Education\n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance   \n \nCPE Information for CPAs\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nLearning Objectives:\n how to evaluate trust provisions to determine how vulnerable trusts are to attack in divorce what provisions estate planning attorneys typically include in trust agreements for tax purposes and to help wall off trust assets from a potential future ex-spouse what trust administration is potentially viewed as creating a marital interest how existing “irrevocable” trusts might be altered to eliminate or shift beneficial interests \nThe presentation is intended raise awareness of estate planning, tax, and matrimonial law issues that should be considered when trust assets are at stake so professionals can be better positioned to advise clients before marriage, during marriage, and before a divorce is finalized.\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will earn 1 CPE credit. \n \nField of Study: Specialized Knowledge \n \nAdditional Information:\n \nDelivery Method: Group Live/Group Internet Based\n \nProgram Level: Basic\n \nPre-requisite: NONE \n \nWho should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.\n \nRefunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.\n \nEstate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.\n \nNational Registry of CPE Sponsors Number 109467\n \n​CTFA\n \nCTFA 1.25 CE credit \n \nCFP\n \nLEARNING OBJECTIVES:\n \n \n how to evaluate trust provisions to determine how vulnerable trusts are to attack in divorce what provisions estate planning attorneys typically include in trust agreements for tax purposes and to help wall off trust assets from a potential future ex-spouse what trust administration is potentially viewed as creating a marital interest how existing “irrevocable” trusts might be altered to eliminate or shift beneficial interests \nThe presentation is intended raise awareness of estate planning, tax, and matrimonial law issues that should be considered when trust assets are at stake so professionals can be better positioned to advise clients before marriage, during marriage, and before a divorce is finalized.\n \nAbout the Speaker\n \nSharon is President of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice. Sharon has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author. Global media company Forbes features Sharon as a Top Advisor in multiple categories since 2020. In 2023 she was selected as one of the Top 50 Women Wealth Advisors in America, one of the Top 10 in New York and one of the Top 5 in New York City. Leading business publication Crain’s named Sharon to its 2020 inaugural list of the Most Notable Women in Financial Advice. In 2023, Sharon was chosen as a Leading High Net Worth Wealth Manager by Chambers. In 2018, she was honored by the UJA-Federation of New York Lawyers Division for her contributions to the trusts & estates community and the community at large. Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective professional organization of preeminent estate planning attorneys in the U.S. and internationally. Sharon was inducted into the Estate Planning Hall of Fame in 2021. This award is considered the pinnacle of accomplishment in this field. Only 125 people across the U.S. have received this award since its inception in 2004. Sharon is a member of The Rockefeller University Committee on Trust and Estate Gift Plans, the New York Bankers Association Trust & Investment Division Executive Committee, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Thomson Reuters Trusts & Estates Advisory Board. She chairs the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board, and is on the Advisory Board of Family Lawyer Magazine. Sharon is a past chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, and a past chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee. She served on the Board of the American Brain Foundation and was a member of its Finance Committee. Prior to joining Wilmington Trust, Sharon was Managing Director at Lazard, the internationally renowned global investment banking and management company. In her role as Head of Wealth Advisory of Lazard Wealth Management, she led the delivery of all wealth advisory services. Before that, she headed the Estate department at Fiduciary Trust Company International. Sharon began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP). Sharon, who holds U.S., British and Australian citizenships, earned a master of laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia and is a Certified Divorce Financial Analyst\n \n \n \n \n \n \n
SUMMARY:Attacking and Defending Trust Assets in Divorce   - Estate Planning Council of St. Louis 
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