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​​​​© 2019 by Lara Sass & Associates, PLLC 

 

The information contained on this website is provided for informational purposes only and should not be construed as legal advice on any subject matter.  If you wish to discuss the topics addressed on this website, or other estate planning issues, please contact Lara Sass & Associates, PLLC.

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CONTACT US * info@laramsass.com * (212) 971-9770

Trusts and Estates magazine - September 2019 issue

Planning challenges and strategies for female clients

SPEAKING ENGAGEMENTS

 

Oppenheimer & Co. 

Women & Wealth: Planning Challenges and Strategies for Female Clients

The growth of women in the workforce has increased significantly over the past few decades. Women are more successful and financially independent than any time in history. The growth of this demographic presents an opportunity for practitioners to address a unique set of circumstances that may not be prevalent with their male clients.

Topics covered in this discussion include:

  • Considerations for single women when planning their estates.

  • Considerations for married women when planning their estates.

  • The importance for women to revisit their estate plan following divorce or the death of a partner/spouse.

  • Specific strategies that wealthy women can use to best protect their assets.

  • Unique challenges that elderly female client’s face that their male counterparts do not face.

  • The importance of long-term care insurance and long term care planning for women.

  • General guidelines for women contemplating a divorce.

  • Trends regarding women entering into prenuptial agreements.

  • Spousal support implications of being a homemaker versus working outside of the home.

  • Special considerations for women getting divorced later in life.

  • Reflections on being a women in the divorce, estate, and elder care planning industry.

 

UNtied

Members' Expert Call : Estate Planning During and After Divorce

http://untied.activehosted.com/index.php?action=social&chash=0e65972dce68dad4d52d063967f0a705.346&s=64c00ae47b4f948f787656c552013c7c

TIGER21 

Preserving Flexibility In An Uncertain World

https://tiger21.com/presenter-bio/4838

CIBC Atlantic Trust Private Wealth Management

Women's CIRCLE Event 

Preparing for Aging and Illness - the estate settlement process

Long Island Advancement of Small Business (LIASB)

Business Succession Planning (How to Exit as a Winner)

http://liasb.com/77-liasb-overtime/440-liasb-business-succession-planning-how-to-exit-as-a-winner 

PRESS RELEASE
 
National Association of Estate Planners & Councils