This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society
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
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.
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
|Prof. Recertification Credit
*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.
- 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
Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.
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This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.
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The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.