Estate Planning and 2nd Marriages
Second marriages. They can bring new-found happiness to those who re-marry. But with the new chapter comes new complications.
Adult stepchildren may not like their new stepparents. Who gets what when a death occurs? And how does a second marriage affect Medicaid eligibility?
Second marriages bring unforeseen estate planning complications.
Join Connecticut Estate Planning Attorney Paul Czepiga as he addresses these complications and offers solutions. Learn about:
- The effect of both pre- and post-nuptial agreements on an estate plan.
- QTIP Trusts for estate taxes.
- The benefits of life insurance in 2nd marriage estate plans.
- Transparency – should there be more or less?
- How to pass personal belongings to children from previous marriages.
- How to strengthen your documents to withstand attack from stepchildren who are not happy with how the stepparent is caring for their natural parent.
- Portability issues dealing with estate tax.
- How to protect assets for Medicaid eligibility. Second marriages late in life complicate Medicaid eligibility, especially when one spouse is already ill.
Bring your questions and learn more about this often overlooked, but very important topic.
Light refreshments will be provided.
Meet the Presenter:
Paul T. Czepiga
Attorney Paul T. Czepiga practices in the areas of elder law, estate, tax and disability planning and estate administration. He is a Certified Elder Law Attorney (CELA), a CPA, an MBA and has been selected by Super Lawyers Magazine as a top attorney for 7 consecutive years. Paul often speaks at the Connecticut Financial Planner's Conference and at other professional organizations throughout the state.