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There's No Such Thing as a Blended Family:Effective Estate Planning Solutions for Today's Challenges
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There's No Such Thing as a Blended Family:Effective Estate Planning Solutions for Today's Challenges

This webinar will explore effective estate planning strategies for modern families.

 Export to Your Calendar 10/22/2019
When: Tuesday, October 22, 2019
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Freya Shoffner, JD
Contact: Member Services
800.392.6900


Online registration is available until: 10/22/2019
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This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society

 

Program Overview

Today’s families take many forms.  There are married couples with children from previous marriages who have children together, couples who are not married and have children from previous unions, families with children born of surrogates, grandparents who have adopted their own grandchildren - just to name a few. These families have all sorts of complex estate and financial planning issues, including: the potential disinheritance of their children and grandchildren, protection of their current spouse or partner from their children of a previous union, protection of assets from their former spouse and their children’s former spouses, and disputes about the authority and responsibilities among the various family groups. This webinar will present several different family scenarios, identify the issues, point out what went wrong, and outline effective estate planning approaches that will solve the problems. 

 

Participants will learn: 

  • Why traditional estate plans often don’t work for modern families
  • How to avoid common pitfalls for blended estate plans
  • Effective strategies for ensuring your children's inheritance while providing for your current spouse

 

 

Featured Speaker:

Freya Shoffner, JD is a visionary attorney in both the public and private sectors and her 20+ years of working with small business and large corporations has afforded her the reputation as a “go to attorney.” Freya has significant experience with small business start-ups, financing and good business practices. She’s also known known for her outstanding work in Estate Planning and Family Law. A proven leader with a record of delivering results, Freya has grown her private practice over the years as one of Boston’s most reputable firms. As a hard- working and strategic thought leader who has had countless real-life impacts on her clients and colleagues, Freya was recognized by ICLE for her contributions to their business planning curriculum. With over two decades of strong leadership directing the success of small business owners that have had a significant impact on the lives of individuals, she provides audiences with informed expertise and compelling facts on issues ranging from a business start-up to advising on the best Estate and Financial Plans to meet your individual and business needs. An adjunct professor of Commercial Law at Suffolk University Law School in Boston, Freya is a graduate of Mount Holyoke College and serves as an Alumnae Admissions Representative for the school. She received her J.D. Magna Cum Laude from Suffolk University Law School. Freya is a member of the Phi Delta Phi Fraternity. She is admitted to the Supreme Judicial Court of Massachusetts, the United States District Court for the District of Massachusetts, the United States Appeals Court (1st Circuit), the United States Tax Court, and the United States Bankruptcy Court District of Massachusetts.

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. Click here for CLE approvals.

(CLE credit is not eligible for: AK, CT, DC, IN, HI, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD)

1 Professional Recertification credit (formerly PACE) has been applied for.

$5.00 fee for CE credit processing (fee is waived for FSP Premier Members). You must participate in the live webinar in order to earn CE credits.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* INCLUDED*
CFP® Credit: INCLUDED $5 $5
CLE/legal Credit: INCLUDED $5 $5
Prof. Recertification Credit (PACE): INCLUDED $5 $5

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.

 

Registration Options

  • Register online by selecting the green "Register" button above.
  • Call FSP's Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy

 

Presentation Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. (Note that if you are requesting CE credits, you must be logged in to the webinar.)

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Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.

The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.

 

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