|
Presentation Summary:
This panel discussion will explain how the Probate Code and the Family Code collide with respect to estate planning, the lack thereof, and dissolution actions. Ruth Koller Burke, whose practice focuses on estate planning and administration, including contentious administrations, will explain how an individual can update their estate plan prior to filing a dissolution action. Robyn Ginney, an experienced family law litigator, will explain the limitations set forth by the automatic temporary restraining orders. Ruth will then delve into the ways in which an individual can set forth their testamentary wishes after filing a dissolution action. Lia Seara, a Wealth Advisor who works with divorcing couples and individuals, will explore the various practical decisions an individual should make when planning their estate in the midst of a divorce. Jennifer Herlihy, whose practice focuses on trust and estate litigation, will share the various ways she has seen the lack of planning or poor planning backfire when someone dies in the midst of a divorce or separation.
Learning Objectives:
How to set-up an estate plan in anticipation of divorce.
How to set-up an estate plan when a dissolution action has been filed and the limitations.
An explanation of who inherits after a dissolution action has been filed and how things can “go wrong.”
About Our Speakers:
Ruth Koller Burke is a Partner at Koller Herlihy LLP with 25+ years experience. Ruth provides legal services related to estate planning, trust administration, and probate. Her unique blend of experience as an estate planner and a litigator, involvement with the preparation and trial of hundreds of cases representing Fortune 500 companies, provides her with the ability to effectively manage all aspects of estate planning and trust administration, including navigating clients through contentious and challenging family dynamics.
Jennifer Herlihy is a Partner of Koller Herlihy LLP. Jennifer represents individuals and professional fiduciaries in trust, estate, and conservatorship litigation, including financial elder abuse actions, removal and surcharge actions, contested conservatorships, will and trust contests, accounting disputes, and related civil claims.
Robyn Ginney is a Partner at Hart Ginney LLP with more than 15 years of litigation experience. She is a savvy and successful trial attorney specializing in the types of complex, high-conflict divorces where it can appear that progress and resolution are impossible. Robyn is deeply passionate about protecting the afraid, the harassed, and the threatened. She focuses on resolving custody issues and financial disputes held hostage by a bullying or irrational ex-spouse.
Lia Seara is a Wealth Advisor at Parallel Advisors in San Francisco, CA. She has over 15 years of experience in the financial services industry serving in both leadership and advisory roles for individuals, families, and institutions. Her career spans positions at firms both large and small, including Vanguard, Dodge & Cox, and Merrill Lynch, as well as Registered Independent Advisors in both the West and Southwest.
Lia’s passion is using her expertise to empower people to make educated financial decisions that support creating a life they love. She graduated from Harvard University with a Bachelor of Arts degree in Psychology and earned her MBA at the UC Berkeley Haas School of Business. She is a CERTIFIED FINANCIAL PLANNERTM practitioner, holds the Certified Divorce Financial Analyst® and Accredited Investment Fiduciary® designations, and has passed Level II of the CFA program.
|
