2016 FPA Annual Conference
Discusses reviewing an estate plan upon divorce, income tax consequences of the sale of a personal residence, income and gift tax issues of property settlements, dividing a charitable remainder trust in divorce, liability for joint income tax returns, tax consequences of dividing stock options, deferred compensation and retirement benefits and naming beneficiaries after divorce. Also discusses how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce.
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.