Wealth Planning Considerations for Modern Families

As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments, advisors must be prepared both for issue spotting and thoughtful problem solving with regard to issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. The discussion will touch upon a potpourri of issues to consider, including: divorce and blended families, unmarried couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets . . . and more!

This session will not be recorded.