All estate planning advisors will inevitably work with clients who are going through some stage of a divorce, and it’s important to understand how this life-changing event can affect a client’s estate planning goals and priorities.  "Untying the Knot" equips attendees with the knowledge and tools needed to guide clients through the complexities of estate planning amidst divorce, empowering them to navigate this transition with confidence and clarity.

Monday, April 29, 2024

11:30 AM - 12:30 PM

On Zoom - REGISTER HERE

The presentation will explore key topics essential for advising clients in the context of divorce, including:

1. Important estate planning topics to raise with clients who are considering divorce.
2. Options for protecting assets before, during, and after divorce.
3. Unwinding prior estate planning strategies, such as ILITs and QPRTs
4. The role of pre- and post-nuptial agreements in safeguarding a client’s estate planning wishes.
5. Coordinating with Legal Counsel: Recognize the significance of collaboration between estate planning professionals and divorce attorneys to develop cohesive strategies aligned with clients' evolving needs.

Presented by:

Shannon McNulty, The Village Law Firm
Attorney Shannon P. McNulty is the Founder of The Village Law Firm, which provides comprehensive tax and estate planning for individuals, families, and small business owners.  Ms. McNulty counsels clients on legal strategies for building and preserving their wealth and protecting their loved ones, with a focus on clients with international planning issues.  

Ms. McNulty is host of the Global Village Law and Money Podcast, which helps foreign nationals make smart legal and financial decisions.

Ms. McNulty graduated cum laude from Georgetown University Law Center and received her LL.M. in Taxation from New York University School of Law.  She has also earned the CFP® designation from the Certified Financial Planner Board of Standards.  

Shannon is a member of the New York Estate Planning Council and the International Section and Trusts and Estates Section of the New York State Bar Association.

Jacqueline Newman, Berkman Bottger Newman & Shein

Jacqueline Newman is the managing partner of the matrimonial law firm of Berkman Bottger Newman & Schein LLP in New York City, which is one of the largest matrimonial law firms in New York.  Jacqueline’s practice consists of litigation, collaborative law and mediation and negotiating prenuptial agreements. Ms. Newman is the author of the book, “The New Rules of Divorce: Twelve Secrets to Protecting Your Wealth, Health and Happiness” which was published by Simon & Schuster in January 2020. She has appeared as an expert commentator on various television and radio shows and has been quoted as an expert in numerous publications, including NBC News, ABC News, CBS News, The New York Times, Woman’s Day, Glamour, the New York Post, Reuters.com, Crain’s New York Business, U.S. News and World Report, Business Insider, USA Today, Yahoo Parenting, Woman’s Day, CNBC.com and The Huffington Post.
 
Ms. Newman is an adjunct professor at Cardozo School of Law, teaching Divorce Processes. Ms. Newman received a certificate in Negotiation Mastery from Harvard Business School Online in 2021.

These activities and her reputation for ethical standards and professional ability among her fellow lawyers have earned her the highest rating, AV Preeminent Peer Review Rated by Martindale Hubbell.  From 2019 on, Ms. Newman has been selected as a Family/Matrimonial attorney serving high net-worth clients in New York by Chambers and Partners, a highly respected international lawyer research company. Ms. Newman is honored to be selected for inclusion in Thompson Reuters New York-Metro Super Lawyers Top 50 Women Attorneys since 2013, and Best Lawyers in America since 2016.  Since 2022, Ms. Newman was chosen by Super Lawyers as one of the Top 100 Lawyers in New York City.

Evan Shein, Berkman Bottger Newman & Shein

REGISTER NOW!

Multi-Ticket Discount: 
Do you have 4 or more individuals from your firm attending? Register all at once and receive the member early rate ($300) for everyone. Contact the EPCNYC Office for the form to register your attendees.

Discount Codes for Other Estate Planning Councils & Affiliated Organizations: 
If you belong to an Estate Planning Council other than the New York City Chapter or a similar organization, contact the EPCNYC Office for your registration discount code.

Tuition Assistance for Estate Planners Day: 
Individuals may apply for tuition assistance to attend Estate Planners Day, based on financial hardship. An individual wishing to attend, who has a genuine financial hardship, may apply in writing, no later than five (5) working days prior to the program, explaining the basis of his/her hardship, and, if approved, may receive tuition assistance, depending on circumstances.

Questions / Inquiries?

Contact Lauren Vink at epcnyc@caphill.com.

Thursday, September 12

5:30 PM - 8:00 PM

Pillsbury Law
31 West 52nd Street
New York, NY 10019

More Details Coming

Presented by:

Jennifer Jordan McCall, Pillsbury Winthrop Shaw Pittman LLP

Wednesday, October 2nd

More Details Coming