Knowledge Center

Wednesday, May 09, 2012

Horwood Marcus & Berk's Jeff Zaluda presented "Estate and Tax Planning When Getting In and Out of a Marriage" at BMO Harris Bank as part of a CPE program on Wednesday, May 9, 2012. The presentation was also given at the Chicago Trusts & Estates Community Outreach Program, sponsored by the American Bar Association's Section of Real Property, Trust and Estate Law, on Wednesday, May 16, 2012.

Topics covered in the presentation included:

  • Conflicts of Interests
  • Who owns what?
  • Planning in Contemplation of Marriage
  • Planning During Marriage
  • Planning in Contemplation of Divorce
  • Planning Post-Divorce
  • Tax Planning
  • A Word on Civil Unions

To download the presentation outline, click here.

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