Pre and Post Marital Planning vis a vis Estate Planning
Soraya Aguirre will discuss estate planning and gift and estate tax considerations for advising high net worth clients, with a particular emphasis on pre-marital and post-marital concerns. This will include, pre-marital and post-marital agreements, the unlimited marital deduction, portability, the gift/estate tax exemption, community and separate property rights, and spousal (or non-spouse) rights on separation, divorce, and death. Soraya will incorporate thoughtful nuances for clients with modern lifestyles and families.