Free

Your Marital Agreement Toolbox Luncheon

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Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Prairie Trust™ invites you to a complimentary luncheon webinar on Your Marital Agreement Toolbox.

Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client's planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming an essential component of some clients’ financial security. These agreements must be closely coordinated with the client's estate plan. Of frequent concern in this area are:

- What are essential requirements for all marital agreements
- Tax issues to address in marital agreements
- Spousal rights in retirement assets
- Anticipating and handling marital issues with closely-held business interests

Speakers (via webinar):

Charles A. Redd, Stinson Leonard Street LLP
Turney P. Berry, Wyatt, Tarrant & Combs

To reserve your seat, please RSVP by Friday, July 19.

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Continuing Education:

CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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