Webinar: Estate Planning Before Divorce, During Divorce and After The End Of A Marriage sponsored by Pease and Associates

Date: Tuesday, February 9, 2021
Time: 12:30pm - 1:45pm
Location: Zoom
Speaker: Erika L. Haupt, Esq.

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About the Program
This presentation will examine the estate planning attorney's ethical obligations to one or both spouses who seek advice on revising the estate plan prior to or during a proceeding to terminate the marriage.  It will also address what changes may be made to a plan during a termination proceeding. Finally, it will offer suggestions for planning post-divorce, taking into account obligations to a former spouse and the protection of assets in the event of remarriage.

About the Speaker
The shareholder in charge of the Columbus office of Roetzel & Andress, Erika Haupt focuses her practice on wealth transfer and estate tax planning matters, including business succession planning and all aspects of tax and business planning for owners of closely held businesses. In the last several years, her practice has expanded to include fiduciary litigation, representing both trustees and beneficiaries with respect to the distribution of trust assets, interpretation of trust agreements, modification of trusts and trust terminations.  A graduate of Miami University and The Ohio State University Moritz College of Law, Ms. Haupt is a frequent speaker on a variety of planning topics.  She has been recognized on top attorney lists published by Ohio Super Lawyers magazine; named to The Best Lawyers in America© in the areas of Trusts and Estates, Closely Held Companies and Family Business Law and Litigation - Trusts & Estates; has an AV® Preeminent™ rating from Martindale-Hubbell Law Directory; and is a Fellow of The American College of Trust and Estate Counsel.  In addition to her involvement in community and charitable causes, she currently serves as the Roetzel & Andress Shareholder in Charge of Associates and is a member of Roetzel Board of Directors.  

Katherine E. Wensink ? 2020-2021 Program Chair

Reservation Policy - All attendees are encouraged to register in advance.  Webinar cost is free for members and $25 for guests. You will receive login credentials with your registration confirmation email.   

Continuing Education - EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 60 minutes of programming to receive credit for any of the credentials listed above.

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