Program Details
2025-05-21 14:00:00
Over 1,000+ webinars
Course Overview
2025-05-21 14:00:00
1h CLE Credits
Intermediate
1
2:00 pm - 2:12 pm ESTThis session examines the prevalence and types of blended families, including stepparent situations, half-siblings, and adoption scenarios. Attendees will learn how intestacy laws, common law marriage recognition, and inadequate planning can lead to unintentional disinheritance and other adverse outcomes.
Rebecca W. Geyer 2:12 pm - 2:24 pm ESTThis session explores how prenuptial and postnuptial agreements can protect assets and define inheritance rights in blended families. Topics include consideration requirements, reciprocal waivers, statutory election rights, and the critical importance of proper asset titling and beneficiary designation management.
Rebecca W. Geyer 2:24 pm - 2:36 pm ESTAttendees will learn about defining beneficiaries, guardianship provisions, and contractual wills that prevent post-death modifications. The session covers QTIP trusts, bypass trusts, and irrevocable trusts as tools for balancing surviving spouse needs with children’s inheritance expectations.
Rebecca W. Geyer 2:36 pm - 2:48 pm ESTThis session addresses critical considerations when choosing trustees, personal representatives, and agents under powers of attorney in blended family dynamics. Topics include healthcare advance directives, life insurance planning, ERISA consent requirements, and strategies for avoiding conflicts among family members.
Rebecca W. Geyer 2:48 pm - 3:00 pm ESTThe final session covers tax planning strategies including portability provisions and their importance in blended family estates. Attendees will also learn about government benefits eligibility for stepchildren and ethical considerations attorneys must navigate when representing couples with potential conflicts of interest.
Rebecca W. GeyerRebecca W. Geyer is the founder of Rebecca W. Geyer & Associates, PC, where her practice concentrates in estate planning, estate and trust administration, elder law, tax planning, and business services. She is a board-certified Indiana trust and estate specialist and a Fellow of the American College of Trust and Estate Counsel, as well as an adjunct professor of elder law at the Indiana University Robert H. McKinney School of Law.
Rebecca W. Geyer is the founder of Rebecca W. Geyer & Associates, PC, where her practice concentrates in estate planning, estate and trust administration, elder law, tax planning, and business services. She is a board-certified Indiana trust and estate specialist and a Fellow of the American College of Trust and Estate Counsel, as well as an adjunct professor of elder law at the Indiana University Robert H. McKinney School of Law.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
